Riley Sean Stephenson
Investment adviser representative at Stephenson and Company, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$447MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Stephenson and Company, Inc.May 2014 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Stephenson and Company, Inc.
$447MAssets managed
265Clients
3Advisers
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
- 5948265
- Firm CRD
- 111453