Steven Siegel (CRD# 3150543) is an Investment Advisor Representative working at Steven P. Siegel, Ltd. in Sedona, AZ and has over 25 years of experience in the finance industry.
CRD# 5572046
Tci Wealth Advisors, Inc.
CRD# 4573669
Cross State Financial Group LLC
CRD# 4302561
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steven P. Siegel, Ltd. | Sedona, AZ | Sep 2014 - Current | 9 |
| Dynasty Quest Of Arizona, P.c. | Sedona, AZ | Oct 2008 - Current | 15 |
| Dynasty Quest, Inc. | Sedona, AZ | Mar 2000 - Current | 24 |
| Oppenheimer & Company Inc. | New York, NY | Jan 2003 - Dec 2015 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- AZ
- IL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
AZ, IL
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.