Steven J. Clissold
Professional summary
Steven James Clissold is a registered financial advisor currently at SJC CAPITAL ADVISORS LLC located in Honolulu, Hawaii.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Steven has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven James Clissold's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 15, 2011 - Present
SJC CAPITAL ADVISORS LLC
December 10, 1996 - June 3, 2002
BANKOH INVESTMENT SERVICES, INC.
April 10, 1995 - July 12, 1995
VOYA INVESTMENTS DISTRIBUTOR, LLC
September 30, 1993 - April 10, 1995
ASTRA FUND DISTRIBUTORS CORP.
August 26, 1992 - July 19, 1993
BA INVESTMENT SERVICES, INC.
April 2, 1992 - July 13, 1992
ROTH CAPITAL PARTNERS, LLC
July 23, 1990 - March 25, 1992
LEHMAN BROTHERS INC.
August 27, 1987 - July 12, 1990
GRIFFIN FINANCIAL SERVICES
June 23, 1987 - July 22, 1987
BLINDER, ROBINSON & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/21/2012)
(11/15/2011)
Exams
Current Firm
SJC CAPITAL ADVISORS LLC
CRD#: 159513 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 30,938,000 |
Red Flags
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