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Steven Schmidt

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Steven Schmidt

Vice President, Investment Advisor | American Portfolios

Town of Islip, New York, United States

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Steven Schmidt

Summary

Steven Schmidt is a seasoned investment advisor with over two decades of experience in the financial services industry. Currently serving as Vice President at American Portfolios and Schmidt Wealth Solutions, he specializes in asset allocation, portfolio management, and strategic financial planning. His extensive expertise encompasses a wide range of investment strategies, including equities, mutual funds, and retirement planning. Steven is known for his client-centric approach, ensuring personalized financial solutions tailored to individual needs. His background includes a significant role at Ag Edwards And Sons, where he further honed his leadership skills. Steven holds various licenses, including New York State licenses in life, accident, and health insurance, demonstrating his commitment to comprehensive financial advisory. He is passionate about empowering clients to achieve their financial goals through informed decision-making. Based in Town of Islip, New York, Steven is well-versed in the local financial landscape.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Steven Schmidt

Work Experience

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Vice President, Investment Advisor at

American Portfolios

January 2009 - Present

💼

Vice President at

Ag Edwards And Sons

September 1999 - September 2009

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Steven Schmidt

Education

City University of New York - Queens College. Brooklyn Tech H.S.

Frequently Asked Questions about Steven Schmidt

What is Steven Schmidt email address?

Steven Schmidt's primary email address is ********@americanportfolios.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steven Schmidt work for?

Steven Schmidt is a Vice President, Investment Advisor at American Portfolios, a company specializing in Functions related to depository banking.

Where Steven Schmidt graduated from?

Steven Schmidt holds a degree in from City University of New York - Queens College. Brooklyn Tech H.S..

How can I directly contact Steven Schmidt?

To contact Steven Schmidt directly, you can use the email address ********@americanportfolios.com. Complete contact information is available upon registration with Muraena.

Who is Steven Schmidt?

Steven Schmidt is a seasoned investment advisor with over two decades of experience in the financial services industry. Currently serving as Vice President at American Portfolios and Schmidt Wealth Solutions, he specializes in asset allocation, portfolio management, and strategic financial planning. His extensive expertise encompasses a wide range of investment strategies, including equities, mutual funds, and retirement planning. Steven is known for his client-centric approach, ensuring personalized financial solutions tailored to individual needs. His background includes a significant role at Ag Edwards And Sons, where he further honed his leadership skills. Steven holds various licenses, including New York State licenses in life, accident, and health insurance, demonstrating his commitment to comprehensive financial advisory. He is passionate about empowering clients to achieve their financial goals through informed decision-making. Based in Town of Islip, New York, Steven is well-versed in the local financial landscape.

Steven`s contact details

mail

********@americanportfolios.com

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