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Steven William Edgren

Investment Adviser Representative at SEPIO CAPITAL, LP

Salt Lake City, UTCRD #4725087Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Utah
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/9/2004
Series 65
Uniform Investment Adviser Law Examination
Passed 1/30/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 3/23/2011
Series 7
General Securities Representative Examination
Passed 12/23/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Sepio Capital, LP Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SEPIO CAPITAL, LPCurrent
5/14/2020Salt Lake City, UT
MORGAN STANLEY
11/9/20105/4/2020Walnut Creek, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
2/2/200411/8/2010Walnut Creek, CA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven William Edgren has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Steven William Edgren - Financial Advisor in Salt Lake City, UT | AdvisorFinder