Steven S. Park
Professional summary
Steven Solar Park, who also goes by Steven S Park, Steven Solar Park, Stevenson S Park, Stevenson Solar Park, Steven Park, Stevenson Park, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Woodland Hills, California and FIDELITY BROKERAGE SERVICES LLC located in Woodland Hills, California.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Steven has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Solar Park's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #1: 6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215June 22, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 6363 Topanga Canyon Boulevard, Woodland Hills, CA 91367-2215July 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 6, 2021 - May 19, 2022
WELLS FARGO CLEARING SERVICES, LLC
August 6, 2021 - May 19, 2022
WELLS FARGO CLEARING SERVICES, LLC
February 3, 2021 - June 22, 2021
J.P. MORGAN SECURITIES LLC
February 3, 2021 - June 22, 2021
J.P. MORGAN SECURITIES LLC
April 2, 2019 - February 3, 2020
HARRISDIRECT LLC
April 2, 2019 - February 3, 2020
E*TRADE SECURITIES LLC
January 25, 2018 - March 25, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 25, 2018 - March 25, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 2, 2017 - January 29, 2018
STRATEGIC ADVISERS LLC
December 8, 2016 - January 22, 2018
FIDELITY BROKERAGE SERVICES LLC
November 6, 2015 - November 29, 2016
U.S. BANCORP INVESTMENTS, INC.
February 18, 2015 - November 12, 2015
J.P. MORGAN SECURITIES LLC
September 27, 2013 - March 31, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
February 15, 2010 - July 31, 2013
E.J. DE LA ROSA & CO., INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/14/2023)
(6/22/2022)
(3/31/2025)
(9/8/2025)
(9/26/2025)
(9/8/2025)
(4/14/2023)
(3/31/2025)
(4/14/2023)
(9/8/2025)
Exams
FINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
