Claim Profile
Unclaimed Profile
SL

Stephen Matthew Lesieur

SPECTRUM EQUITY MANAGEMENT, INC.·BOSTON, Massachusetts
Clean recordSPECTRUM EQUITY MANAGEMENT, INC.
ONE INTERNATIONAL PLACE, 35TH FLOOR, BOSTON, MA 02110CRD# 2951410Firm CRD# 160619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Matthew Lesieur · BOSTON, MA
Registration
CRD #2951410 · SPECTRUM EQUITY MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Matthew Lesieur is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SPECTRUM EQUITY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SPECTRUM EQUITY MANAGEMENT, INC.
SPECTRUM EQUITY
AUM
$8.3B
Regulatory assets under management
Employees
74
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2951410
Firm CRD# 160619
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Stephen Matthew Lesieur offer?
Stephen Matthew Lesieur specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Stephen Matthew Lesieur's credentials?
Stephen Matthew Lesieur is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Matthew Lesieur located?
Stephen Matthew Lesieur is based in BOSTON, Massachusetts, working with SPECTRUM EQUITY MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Stephen Matthew Lesieur charge for services?
Stephen Matthew Lesieur's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPECTRUM EQUITY MANAGEMENT, INC.?
SPECTRUM EQUITY MANAGEMENT, INC. has approximately 74 employees and manages $8.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →