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Stephenson And Company, Inc. CRD 111453
$447M regulatory AUM 9 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
241 Avenida Del Mar, San Clemente, CA 92672 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED | 2019-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Investment Solutions, Llc | Irvine | CA | 11/2006 | 09/2017 |
| Stephenson And Company, Inc. | San Clemente | CA | 01/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-15 |
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