Steven Cliadakis (CRD# 6101428) is an Investment Advisor Representative working at First Allied Advisory Services, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Altum Wealth Advisors, LLC | Chico, CA | May 2019 - Current | 4 |
| Purshe Kaplan Sterling Investments | Albany, NY | May 2019 - Aug 2019 | < 1 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Aug 2013 - May 2019 | 5 |
| First Allied Securities, Inc. | San Diego, CA | Oct 2012 - May 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- CA
- TX
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts367ACCOUNTS
-
Average Account Value$298,813
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, TX
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