AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SC

Steven S. Christensen

LIBERTY WEALTH MANAGEMENT
MOORESVILLE, NC
Some features on this profile are disabled
CRD#: 4676388
SC

Professional summary

Steven Samuel Christensen, who also goes by Steven Samuel Christensen, Steven Christensen, is a registered financial advisor currently at LIBERTY WEALTH MANAGEMENT, LLC located in Mooresville, North Carolina.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Steven has worked at 10 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Steven Samuel Christensen | Steven Christensen

Other business activities

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.
Name of outside business or organization: Lifetime Planning Marketing, Inc. Address: 411 30th Street, 2nd Floor, Oakland, CA 94609 Title: Insurance agent Description of outside business or organization: Investment-related privately held insurance field marketing association offering insurance products and services. Description of duties or responsibilities: Insurance and annuities Start date: 10/2020 Hours devoted to OBA monthly: 5 hours during trading hours / 0 hours during non-trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Samuel Christensen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 28, 2020 - Present

LIBERTY WEALTH MANAGEMENT, LLC

RIA
CRD#: 286001
MOORESVILLE, NC
Past

August 7, 2020 - June 28, 2022

AE FINANCIAL SERVICES, LLC

BD
CRD#: 298608
Oakland, CA
Past

January 27, 2020 - August 25, 2020

LIBERTY GROUP, LLC

BD
CRD#: 106036
OAKLAND, CA
Past

August 2, 2017 - January 22, 2020

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SAN FRANCISCO, CA
Past

June 12, 2017 - January 22, 2020

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SAN FRANCISCO, CA
Past

November 26, 2014 - December 2, 2015

MISSION CREEK CAPITAL PARTNERS, INC.

RIA
CRD#: 151514
SAN FRANCISCO, CA
Past

May 22, 2014 - October 2, 2014

FISHER INVESTMENTS

RIA
CRD#: 107342
SAN MATEO, CA
Past

June 12, 2013 - March 17, 2014

ALPHA CUBED INVESTMENTS, LLC

RIA
CRD#: 159347
CUPERTINO, CA
Past

May 26, 2009 - June 25, 2013

HARRISDIRECT LLC

RIA
CRD#: 42159
ARLINGTON, VA
Past

October 27, 2005 - June 25, 2013

E*TRADE SECURITIES LLC

BD
CRD#: 29106
SAN FRANCISCO, CA
Past

February 9, 2005 - October 20, 2005

SCOTTRADE, INC.

BD
CRD#: 8206
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS

CRD#: 286001 / SEC#: 801-112351

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/28/2020)
IAR
New York
(9/23/2025)
IAR
North Carolina
(8/3/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 6/30/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/9/2017
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/20/2009
General Securities Principal Examination

Current Firm

LW
LIBERTY WEALTH MANAGEMENT, LLC
GELORMINI FINANCIAL | VITA COMPANIES | MOORE FINANCIAL ADVICE | LIBERTY WEALTH MANAGEMENT, LLC | LIBERTY GROUP, LLC | LIBERTY GROUP | KILBY WEALTH STRATEGIES | GRANITE BAY ASSETS

CRD#: 286001 / SEC#: 801-112351

RIA
Registered Investment Advisory firm - (1/19/2018 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
411 30th Street 2nd Floor, Oakland, CA 94609
Mailing Address
Phone number
(510) 658-1880
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LWM FORM ADV PART 2A (8/1/2025)

Regulatory assets under management

Total Number of Accounts3,896
AUM (Assets Under Management)$ 1,469,902,558

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIBERTY WEALTH MANAGEMENT, LLC

CRD#: 286001Mooresville, NC

TRUST BUT VERIFY

Monitor Steven Christensen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.