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Steven A
Series 65
Rancho Santa Fe, CA
SOP Advisors LLC
Steven Allen is a financial advisor at SOP Advisors LLC in Rancho Santa Fe, CA, holding a Series 65 designation with two years of industry experience. He has been with SOP Advisors LLC since 2022 and also has a long tenure at Greenbriar Partners L.P. dating back to 1994. SOP Advisors LLC provides discretionary investment management services primarily to individual clients and small businesses, employing a tailored portfolio management approach that includes a range of trading strategies across U.S.-based commodity, cyclical, and real asset sectors. The firm uses a combination of charting, fundamental, technical, and cyclical analysis along with proprietary models to implement both short-term and long-term investment positions within client-directed guidelines.
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