Stephen M. Haidt
Professional summary
Stephen Michael Haidt, CFP®, CPWA®, who also goes by Steve Haidt, Steven Michael Haidt, is a registered financial advisor currently at RETIREMENT ADVISORS, INC. located in Mobile, Alabama.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Stephen has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Michael Haidt's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1989
Start date: 2016-02-12
Expire date: 2024-01-31
Experience
February 24, 2005 - Present
RETIREMENT ADVISORS, INC.
Office #1: 1009 Downtowner Blvd., Mobile, AL 36609April 14, 1989 - March 15, 1994
SECURITIES AMERICA, INC.
August 2, 1986 - April 19, 1989
VOYA FINANCIAL ADVISORS, INC.
April 23, 1986 - November 20, 1986
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY
Primary Firm SEC Registration
RETIREMENT ADVISORS, INC.
CRD#: 122122 / SEC#: 801-112649
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/24/2005)
(8/10/2011)
Exams
Current Firm
RETIREMENT ADVISORS, INC.
CRD#: 122122 / SEC#: 801-112649
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 399 |
| AUM (Assets Under Management) | $ 148,597,561 |
Red Flags
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Company Information
RETIREMENT ADVISORS, INC.
CRD#: 122122Mobile, AL 36609TRUST BUT VERIFY
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