Unclaimed Profile

Steven Lee Re

FAIRBANKS CAPITAL MANAGEMENT, INC.·RANCHO SANTA FE, California

Clean recordFAIRBANKS CAPITAL MANAGEMENT, INC.

16236 SAN DIEGUITO RD., RANCHO SANTA FE, CA 92067CRD# 822483Firm CRD# 107650

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Lee Re · RANCHO SANTA FE, CA

Registration

CRD #822483 · FAIRBANKS CAPITAL MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Lee Re is a registered financial advisor based in RANCHO SANTA FE, California, affiliated with FAIRBANKS CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FAIRBANKS CAPITAL MANAGEMENT, INC.

AUM

$342M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FAIRBANKS CAPITAL MANAGEMENT, INC. →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Other: SEE SCHEDULE D MISCELLANEOUS 5E (7)

Regulatory

SEC/IARD CRD# 822483

Firm CRD# 107650

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Lee Re offer?

Steven Lee Re specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RANCHO SANTA FE, California for a consultation.

What are Steven Lee Re's credentials?

Steven Lee Re is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Lee Re located?

Steven Lee Re is based in RANCHO SANTA FE, California, working with FAIRBANKS CAPITAL MANAGEMENT, INC.. Their office serves clients in the RANCHO SANTA FE metropolitan area and surrounding communities.

How does Steven Lee Re charge for services?

Steven Lee Re's firm is compensated through percentage of aum, other: see schedule d miscellaneous 5e (7). Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAIRBANKS CAPITAL MANAGEMENT, INC.?

FAIRBANKS CAPITAL MANAGEMENT, INC. has approximately 8 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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