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Steven N. Moerdyk

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CRD#: 1421358
SM

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Steven Nicholas Moerdyk was a registered financial professional .

Steven is a previously registered financial professional and started their career in finance in 1985. Steven had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 22 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 10, 2016 - October 26, 2018

CENTER STREET ADVISORS, INC.

RIA
CRD#: 169329
GRAND RAPIDS, MI
Past

August 22, 2014 - October 26, 2018

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
GRAND RAPIDS, MI
Past

November 4, 2010 - March 5, 2015

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA
CRD#: 141413
GRAND RAPIDS, MI
Past

October 15, 2009 - August 22, 2014

CENTER STREET SECURITIES, INC.

BD
CRD#: 26898
GRAND RAPIDS, MI
Past

October 6, 2005 - November 3, 2009

KALOS CAPITAL, INC.

BD
CRD#: 44337
GRAND RAPIDS, MI
Past

November 2, 2000 - October 11, 2005

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
ADA, MI
Past

October 27, 1998 - November 13, 2000

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

December 15, 1994 - November 30, 1998

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

June 23, 1994 - November 15, 1994

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

April 15, 1993 - June 15, 1994

LUTHERAN BROTHERHOOD SECURITIES CORP.

BD
CRD#: 4205
MINNEAPOLIS, MN
Past

October 1, 1985 - November 26, 1990

AMERIVEST SECURITIES CORPORATION

BD
CRD#: 16712

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/26/2010
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/14/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/14/1993
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 7/16/1985
Direct Participation Programs Representative Examination

Current Firm

CS
CENTER STREET ADVISORS, INC.
ARKAGOS ADVISORS + ASSET MANAGEMENT | WRIGHT FINANCIAL GROUP | WILLIAMS FINANCIAL GROUP | WEST ADVISORY GROUP | WEALTH STRATEGIES ADVISORY GROUP | WEALTH PROTECTION ADVISORS, LLC | WEALTH CONCEPTS GROUP | TODDY AND ASSOCIATES | THORNHILL FINANCIAL | THACKER AND ASSOCIATES | TAHOE FINANCIAL PLANNING | SYCAMORE FINANCIAL CORP | STRONG FINANCIAL PARTNERS | SPECKMAN FINANCIAL GROUP | SOUTHERN KENTUCKY ADVISORS | SIGNATURE FINANCIAL SOLUTIONS, LLC | SENIOR GUARDIANS OF AMERICA | ROBERTS TAX & RETIREMENT PLANNING | RETIREMENT WEALTH MANAGEMENT | RETIREMENT FINANCIAL SERVICES | PROGEN FINANCIAL CONSULTING | PRODUCER PROS INSURANCE SERVICES LLC | PRIZM FINANCIAL ADVISORS | PINNACLE WEALTH MANAGEMENT | PATHWAY FINANCIAL MANAGEMENT | NEW HORIZONS FAMILY WEALTH MANAGEMENT | NARISH FINANCIAL SERVICES | MOERDYK FINANCIAL | MICHIGAN RETIREMENT GROUP | MAJORS FINANCIAL GROUP | LIFE BRIDGE FINANCIAL, INC | LEONARD ADVISORY GROUP | LEGACY FINANCIAL GROUP, INC. | LEBLANC FINANCIAL ALLIANCE | KURUVILLA AND ASSOCIATES | KENNEDY WEALTH GROUP | JONTZ NASH ESTATE MANAGEMENT & PLANNING | IRONTREE INVESTMENT MANAGEMENT | INTEGRATED FINANCIAL GROUP | INCOME PROS | HILL AND HILL FINANCIAL | GREENWAY FINANCIAL | GRAY WEALTH MANAGEMENT | GOSHEN PROVIDERS | FINANCIAL DYNAMICS | ELDERCARE FINANCIAL | D. KENT PREWETTE AND ASSOCIATES | D KENT PREWETTE & ASSOCIATES | COSTAL FINANCIAL PLANNING GROUP | CONSULT MILESTONE | CONNER FINANCIAL LLC | CLEAR HARBOR WEALTH MANAGEMENT | CENTER STREET ADVISORS, INC. | BROOKWOOD FINANCIAL | BROOKSTONE FINANCIAL | BERING FINANCIAL | BALES AND ECKEL FINANCIAL GROUP, LLC | AYCOCK WEALTH MANAGEMENT | ASSET PROTECTION STRATEGIES | ASHIRA FINANCIAL LLC

CRD#: 169329 / SEC#: 801-80344

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Contact information

Main Address
2 International Plaza Suite 301, Nashville, TN 37217
Mailing Address
Phone number
(615) 690-3580
Established
Firm type
Fiscal year end
# of Employees
45

Documents

Latest Form ADV

Part 2 Brochures

ADV 2A - 3-31-2023 (3/31/2023)
WRAP FEE BROUCHURE - 3-31-2023 (3/31/2023)

Regulatory assets under management

Total Number of Accounts1,689
AUM (Assets Under Management)$ 336,007,103

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CENTER STREET ADVISORS, INC.

CRD#: 169329

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