STEADMONT ADVISORS

Live / Registered — Registered (as of 28 Jan 2025)

What this means for you

Registered since 28 Jan 2025. The owner can stop confusingly similar uses in the classes it covers.

Class 036 — Insurance and financial services: Financial services, namely, wealth management services; financial planning advice relating to investments and wealth management; investment services, namely, financial asset allocation in the nature of financial asset management, cash flow management in the nature of advising as to financial cash flow for individuals and businesses , investment consultation, and investment management services; financial advisory and consultancy services; financial advisory and consultancy services for individuals and families for financial wealth planning purposes; estate planning consultation; trust and estate financial administration services; financial risk management consultation; financial planning advice relating to investments and wealth management for retirement plans, endowments and charitable foundations; advising for and management, namely strategic financial advisory services and estate trust management of retirement plans, endowments and charitable foundations; financial planning for retirement, business transition, education, estate planning, and charitable giving; investment advisory services provided by a Registered Investment Advisor (RIA)