Steven Park

CRD 5432869 · Fidelity Brokerage Services LLC · Woodland Hills, CA

IA RegisteredBroker

Also appears in the source record as: Steven S Park; Steven Solar Park; Stevenson S Park; Stevenson Solar Park; Steven Park; Stevenson Park

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 7Series 52
Registered states (7): Arizona · California · Massachusetts · North Carolina · Texas · Utah · Washington
Years in the industry (source record): 16
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (18)

From the source registration record · current first

Strategic Advisers LLCCurrent
Woodland Hills, CA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Northridge, CA · BD capacity

Jun 22, 2022 → present
Fidelity Brokerage Services LLCCurrent
Woodland Hills, CA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 8, 2022 → Mar 31, 2025
Wells Fargo Clearing Services, LLC
BD capacity

Aug 6, 2021 → May 19, 2022
Wells Fargo Clearing Services, LLC
IA capacity

Aug 6, 2021 → May 19, 2022
J.P. Morgan Securities LLC
BD capacity

Feb 3, 2021 → Jun 22, 2021
J.P. Morgan Securities LLC
IA capacity

Feb 3, 2021 → Jun 22, 2021
E*trade Securities LLC
BD capacity

Apr 2, 2019 → Feb 3, 2020
E*trade Capital Management, LLC
IA capacity

Apr 2, 2019 → Feb 3, 2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Jan 25, 2018 → Mar 25, 2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Jan 25, 2018 → Mar 25, 2019
Strategic Advisers, Inc.
IA capacity

Mar 2, 2017 → Jan 29, 2018
Fidelity Brokerage Services LLC
BD capacity

Dec 8, 2016 → Jan 22, 2018
U.S. Bancorp Investments, Inc.
BD capacity

Nov 6, 2015 → Nov 29, 2016
J.P. Morgan Securities LLC
BD capacity

Feb 18, 2015 → Nov 12, 2015
Northwestern Mutual Investment Services, LLC
BD capacity

Sep 27, 2013 → Mar 31, 2014
E.J. De La Rosa & Co., Inc.
BD capacity

Feb 15, 2010 → Jul 31, 2013

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5432869 ↗ FINRA BrokerCheck record for CRD 5432869 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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