Stephen D. Laveson
Professional summary
Stephen David Laveson is a registered financial advisor currently at BECKER CAPITAL MANAGEMENT, INC. located in Portland, Oregon.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Stephen has worked at 1 firm and has passed the Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen David Laveson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 31, 1995 - Present
BECKER CAPITAL MANAGEMENT, INC.
Office #1: 1211 Sw Fifth Avenue Suite 2185, Portland, OR 97204Primary Firm SEC Registration
BECKER CAPITAL MANAGEMENT, INC.
CRD#: 110489 / SEC#: 801-11781
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/31/1995)
(4/1/2016)
Exams
Series 2
Date: 8/10/1995
Non-Member General Securities ExaminationCurrent Firm
BECKER CAPITAL MANAGEMENT, INC.
CRD#: 110489 / SEC#: 801-11781
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,019 |
| AUM (Assets Under Management) | $ 4,982,543,115 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/24/2024 | ||
| 10/25/2023 | ||
| 01/27/2023 |
Red Flags
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