Stephen John Fassel
Investment adviser representative at Courier Capital, LLC
13 yearsExperience
1 stateRegistered in
$3.6BFirm assets
10 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 assetsFixed 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
13 years in the industry.
- Courier Capital, LLCJun 2023 to now
- Hnp Capital LLCAug 2019 to now
- Five Star BankMay 2017 to now
- LPL Financial LLCFeb 2013 to now
- Northwest BankSep 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Courier Capital, LLC
$3.6BAssets managed
2,212Clients
14Advisers
10 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
- 6002864
- Firm CRD
- 282485