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Steven S
Series 63, Series 65
Bradenton, FL
Setchfield Asset Management
Steven Setchfield is the sole advisor at Setchfield Asset Management in Bradenton, FL, holding Series 63 and Series 65 designations with 34 years of industry experience. He previously worked at First Allied Securities, Inc. from 2000 to 2012 and First Allied Advisory Services, Inc. from 2012 to 2018. Outside of advisory services, he is a director of Setchfield Associates LLC, a holding company. Setchfield Asset Management serves individuals, retirement plan sponsors, and corporate clients, offering fee-based portfolio management, financial planning, and manager selection. The firm uses a combination of technical and fundamental analysis with a momentum and relative-strength strategy, managing about 250 client relationships through a single advisory team.
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