Stephen Seo
L&S Advisors · Los Angeles, California
Stephen Seo is a fee-only financial advisor at L&S Advisors in Los Angeles, California, who holds the CFA credential. L&S Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Ultra high net worth
- Retirees
- Divorced individuals
- Multi-generational families
Facts
| Firm | L&S Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.16B across 1,095 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5766720 |
| Exams passed | Series 63 (2013) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.lsadvisors.com |
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Questions about Stephen
Is Stephen Seo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and L&S Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, L&S Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen Seo based?
Stephen Seo is based in Los Angeles, California.
What credentials does Stephen Seo hold?
Stephen Seo holds the CFA credential.
Is Stephen Seo registered with the SEC?
Yes. Stephen Seo is registered as an investment adviser representative in CA (CRD 5766720), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does L&S Advisors manage?
L&S Advisors reports $1.16B across 1,095 accounts in assets under management.
How do I contact Stephen Seo?
Through Stephen's website, www.lsadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- L&S Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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