Steven Terry Setchfield
Investment adviser representative at Setchfield Asset Management
29 yearsExperience
3 statesRegistered in
$192.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
29 years in the industry.
- First Allied Advisory Services, Inc.Jul 2012 to now
- First Allied Securities,incSep 2000 to now
- Setchfield Asset ManagementJun 1997 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, TX).
Setchfield Asset Management
Legal name: Setchfield Associates LLC
$192.8MAssets managed
250Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2270971
- Firm CRD
- 113289