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Stephen Richard Seifert

OLIVE STREET INVESTMENT ADVISERS, LLC·ST. LOUIS, Missouri
SIE, Series 7, Series 9, Series 10, Series 24, Series 63Clean recordOLIVE STREET INVESTMENT ADVISERS, LLC
12555 MANCHESTER ROAD, ST. LOUIS, MO 63131CRD# 1700742Firm CRD# 166710

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Richard Seifert · ST. LOUIS, MO
Registration
CRD #1700742 · OLIVE STREET INVESTMENT ADVISERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
OLIVE STREET INVESTMENT ADVISERS, LLC
CRD 166710 · SEC 801-77754
AUM
$178.2B
Regulatory assets under management
Employees
246
13 client accounts
Services offered by OLIVE STREET INVESTMENT ADVISERS, LLC
Per Form ADV
Portfolio management (pooled investments)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at OLIVE STREET INVESTMENT ADVISERS, LLC →
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Frequently Asked Questions

What services does Stephen Richard Seifert offer?
Stephen Richard Seifert specializes in Investment Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Stephen Richard Seifert's credentials?
Stephen Richard Seifert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Richard Seifert located?
Stephen Richard Seifert is based in ST. LOUIS, Missouri, working with OLIVE STREET INVESTMENT ADVISERS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Stephen Richard Seifert charge for services?
Stephen Richard Seifert's firm is compensated through percentage of aum, other: see schedule d-miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLIVE STREET INVESTMENT ADVISERS, LLC?
OLIVE STREET INVESTMENT ADVISERS, LLC has approximately 246 employees and manages $178.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OLIVE STREET INVESTMENT ADVISERS, LLC

Aaron Dale Albritton
ST. LOUIS, MO
Alan J Herzog
ST. LOUIS, MO
Lisa Murphy Bertain
ST. LOUIS, MO
Thomas Christopher Kersting
ST. LOUIS, MO
CFA
Bryan Joseph Luebbert
ST. LOUIS, MO
CFA
Lynette D Mccloud
ST. LOUIS, MO

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)LEE'S SUMMIT (10)
City Guides
KANSAS CITY GuideCLAYTON GuideCHESTERFIELD GuideSAINT LOUIS GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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