Steven C. Park
Professional summary
Steven Craig Park is a registered financial advisor currently at FELL CAPITAL MANAGEMENT located in Newport Beach, California.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Steven has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Craig Park's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2015 - Present
FELL CAPITAL MANAGEMENT
Office #1: 1001 Dove Street, Suite 230, Newport Beach, CA 92660Primary Firm SEC Registration
FELL CAPITAL MANAGEMENT
CRD#: 104986 / SEC#: 801-34774
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2015)
Current Firm
FELL CAPITAL MANAGEMENT
CRD#: 104986 / SEC#: 801-34774
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 210 |
| AUM (Assets Under Management) | $ 175,000,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/28/2025 | ||
| 02/27/2024 | ||
| 01/11/2023 |
Red Flags
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