Stephen D Dold
Investment adviser representative at Blue Horizon Equity, Inc.
15 yearsExperience
2 statesRegistered in
$745.9MFirm assets
Under 1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Blue Horizon Equity, Inc.Sep 2026 to now
- Cetera Wealth Services, LLCSep 2026 to now
- Twin Lakes School CorpJun 2024 to now
- Cambridge Investment Research Advisors, Inc.Jan 2017 to Sep 2026
- Cambridge Investment Research, Inc.Jan 2017 to Sep 2026
- Lincoln Financial AdvisorsMay 2011 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Blue Horizon Equity, Inc.
$745.9MAssets managed
1,491Clients
26Advisers
Under 1 yearIn 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
- 6066021
- Firm CRD
- 341095