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Steven Terry Setchfield

SETCHFIELD ASSOCIATES LLC·BRADENTON, Florida
Clean recordSETCHFIELD ASSOCIATES LLC
392 ARUBA CIRCLE, BRADENTON, FL 34209CRD# 2270971Firm CRD# 113289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Terry Setchfield · BRADENTON, FL
Registration
CRD #2270971 · SETCHFIELD ASSOCIATES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Steven Terry Setchfield is a registered financial advisor based in BRADENTON, Florida, affiliated with SETCHFIELD ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SETCHFIELD ASSOCIATES LLC
SETCHFIELD ASSET MANAGEMENT
AUM
$140M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at SETCHFIELD ASSOCIATES LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2270971
Firm CRD# 113289
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Terry Setchfield offer?
Steven Terry Setchfield specializes in Investment Management, Fee-Only Advisory. Contact their office in BRADENTON, Florida for a consultation.
What are Steven Terry Setchfield's credentials?
Steven Terry Setchfield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Terry Setchfield located?
Steven Terry Setchfield is based in BRADENTON, Florida, working with SETCHFIELD ASSOCIATES LLC. Their office serves clients in the BRADENTON metropolitan area and surrounding communities.
How does Steven Terry Setchfield charge for services?
Steven Terry Setchfield's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SETCHFIELD ASSOCIATES LLC?
SETCHFIELD ASSOCIATES LLC has approximately 2 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Cindi Jacobs
BRADENTON, FL

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Research
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