Dedicated Investment Advisers LLC
Dedicated Investment Advisers LLC (CRD# 128626) is a financial advisory firm headquartered in Havertown, PA. They manage $6,553,155 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$156,028
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Steven Clott (CRD# 1439761) is an Investment Advisor Representative working at Dedicated Investment Advisers LLC in Havertown, PA and has over 40 years of experience, including as an employee, in the finance industry. Steven Clott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steve Clott has provided residents of the Greater Philadelphia Region, Delaware Valley Tri-State Area, and beyond, affordable tax services since 1974. He launched his career working for a center-city Philadelphia accounting firm, became a Certified Public Accountant licensee in 1978, and soon rose to senior staff accountant. In 1983, he left to start his own CPA tax practice in suburban Philadelphia, and in 1996, he earned his Certified Financial Planner™ and Enrolled Agent designations. To greater serve the needs of his clients, Steve started Dedicated Investment Advisers, LLC in 2003. Four years later, he created Dedicated Insurance Advisers, LLC, furthering his portfolio of financial and long-term services.
Steve graduated from Temple University in 1974 with a Bachelors of Business Administration degree in Accounting. He is married, with two children.