Steven Lee Weber
Professional Summary
Steven Lee Weber, who also goes by Steve Lee Weber, Steve Weber, Steven L Weber, is a registered financial advisor currently at STONEBRIDGE FINANCIAL SOLUTIONS, INC located in Lone Tree, Colorado. Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Steven has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Steve Lee Weber, Steve Weber, Steven L Weber
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
32 years in the financial services industry
Current & Past Employments
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Current Firm
STONEBRIDGE FINANCIAL SOLUTIONS, INC | STONEBRIDGE FINANCIAL SOLUTIONS, LLC | STONEBRIDGE FINANCIAL SOLUTIONS, INC.
Contact Information
Main Address
9896 Rosemont Avenue, Ste #101, Lone Tree, CO 80124Phone Number
(720) 895-8200# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
281AUM (Assets Under Management)
$41,714,863Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(3/7/2022)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1994About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Lee Weber's CRS (Customer Relationship Summary).
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