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RIA / WealthAdvisor17 years in industry

Steven SAMUEL Christensen

Advisor at LIBERTY WEALTH MANAGEMENT, LLC

MOORESVILLE, NC | OAKLAND, CA

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Search this name across graphsid dfx:ria:20182007-4b7e-007f-1db7-9eee9e2b5d1f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 26, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIBERTY WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 21, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: May 21, 2009
First registration: May 26, 2009
Dual registered: no
Other names: STEVEN SAMUEL CHRISTENSEN|Steven Christensen
IAPD individual key: 4676388

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIBERTY WEALTH MANAGEMENT, LLC	Independent wealth	Jan 28, 2020	n/a	yes	OAKLAND, CA\|MOORESVILLE, NC	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 2, 2017	Jan 22, 2020	no	San Francisco, CA\|SAN FRANCISCO, CA\|SAN FRANCISCO, CA	Previous registration
MISSION CREEK CAPITAL PARTNERS, INC.	Independent wealth	Nov 26, 2014	Dec 2, 2015	no	SAN FRANCISCO, CA	Previous registration
FISHER INVESTMENTS	Independent wealth	May 22, 2014	Oct 2, 2014	no	SAN MATEO, CA\|PLANO, TX	Previous registration
ALPHA CUBED INVESTMENTS, LLC	Former SEC adviser	Jun 12, 2013	Mar 17, 2014	no	CUPERTINO, CA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	May 26, 2009	Jun 25, 2013	no	ARLINGTON, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EQUITABLE ADVISORS, LLC	LIBERTY WEALTH MANAGEMENT, LLC	Jan 22, 2020	Jan 28, 2020	6	Firm change	Ibd to RIA
MISSION CREEK CAPITAL PARTNERS, INC.	EQUITABLE ADVISORS, LLC	Dec 2, 2015	Aug 2, 2017	609	Firm change after gap	RIA to ibd
FISHER INVESTMENTS	MISSION CREEK CAPITAL PARTNERS, INC.	Oct 2, 2014	Nov 26, 2014	55	Firm change	Other
ALPHA CUBED INVESTMENTS, LLC	FISHER INVESTMENTS	Mar 17, 2014	May 22, 2014	66	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	ALPHA CUBED INVESTMENTS, LLC	Jun 25, 2013	Jun 12, 2013	-13	Firm change	Other

Relationships

Registered with (6)

→ LIBERTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 28, 2020 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 2, 2017 to Jan 22, 2020factForm ADV
→ MISSION CREEK CAPITAL PARTNERS, INC.Registered adviserregistration: previous registration
Nov 26, 2014 to Dec 2, 2015factForm ADV
→ FISHER INVESTMENTSRegistered adviserregistration: previous registration
May 22, 2014 to Oct 2, 2014factForm ADV
→ ALPHA CUBED INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 12, 2013 to Mar 17, 2014factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 26, 2009 to Jun 25, 2013factForm ADV

Dated events

No dated event names this entity yet.