Stephen Lowell Schaeffer
Investment adviser representative at Momentum Independent Network Inc.
26 yearsExperience
2 statesRegistered in
$1.6BFirm assets
24 yearsFirm in business
Are you Stephen Lowell Schaeffer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Momentum Independent Network Inc.Jan 2017 to now
- Hilltop Securities Independent Network Inc.Jan 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2017
- Morgan Stanley Smith BarneyJun 2009 to Jan 2017
- Citigroup Global Markets Inc.Mar 2000 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (IA, ME).
Momentum Independent Network Inc.
$1.6BAssets managed
2,879Clients
121Advisers
24 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
- 4173707
- Firm CRD
- 17587