Steven WilliamsonCRD Number: 5096209
Current Firm: Blackstone Wealth Management, Inc.
Steven Williamson (CRD# 5096209) is an Investment Advisor Representative working at Blackstone Wealth Management, Inc. in Canton, OH and has over 14 years of experience in the finance industry.
Whitaker-myers Wealth Managers, Ltd.
Wells Fargo Clearing Services, LLC
Huntington Financial Advisors
|Blackstone Wealth Management, Inc.||Massillon, OH||Nov 2017 - Current||4|
|Legacy Investment Group, LLC||Canton, OH||Apr 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management19MILLIONS
Total Number of Accounts104ACCOUNTS
Average Account Value$182,692
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
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