Steven L. Rowe

DAYMARK WEALTH PARTNERS

STUART, FL 34994

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CRD#: 1732516

Professional summary

Steven Lawrence Rowe, CFP®, who also goes by Steven Rowe, is a registered financial advisor currently at DAYMARK WEALTH PARTNERS, LLC located in Stuart, Florida.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Steven has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steven Rowe

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.

MULTI-DIMENSIONAL WEALTH MANAGEMENT INC, INVT RELATED, PALM CITY, FL, 100% OWNERSHIP, START DATE 10/1/2021, 5 HRS PER MONTH, 0 HRS DURING TRADING, FOR FINET PRACTICE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Lawrence Rowe's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

July 7, 2025 - Present

DAYMARK WEALTH PARTNERS, LLC

Office #1: 3095 Se Osceola St. Ste 201, Stuart, FL 34994

RIA

CRD#: 320878

STUART, FL

Past

June 21, 2010 - June 25, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

FORT LAUDERDALE, FL

Past

June 11, 2010 - June 25, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

FORT LAUDERDALE, FL

Past

January 1, 2008 - June 11, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FORT LAUDERDALE, FL

Past

January 1, 2008 - June 11, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FORT LAUDERDALE, FL

Past

December 13, 1996 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

FT. LAUDERDALE, FL

Past

December 9, 1996 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

FT. LAUDERDALE, FL

Past

May 13, 1991 - December 23, 1996

CIBC WORLD MARKETS CORP.

CRD#: 630

NEW YORK, NY

Past

September 24, 1987 - May 28, 1991

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DAYMARK WEALTH PARTNERS, LLC

COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/29/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/5/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/21/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/19/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/6/2010

General Securities Principal Examination

Current Firm

DAYMARK WEALTH PARTNERS, LLC

COMPASS GROUP OF DAYMARK WEALTH PARTNERS | HOFSTETTER BARON GROUP OF DAYMARK WEALTH PARTNERS | DAYMARK WEALTH PARTNERS, LLC

CRD#: 320878 / SEC#: 801-124936

RIA

Registered Investment Advisory firm - (5/2/2022 Approved)

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Contact information

Main Address

9675 Montgomery Road Ste 201, Cincinnati, OH 45242

Mailing Address

Phone number

(513) 838-2520

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DAYMARK WEALTH PARTNERS - FIRM BROCHURE (10/28/2025)

Regulatory assets under management

Total Number of Accounts	6,073
AUM (Assets Under Management)	$ 3,939,833,944

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.

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Advisor Monitoring

Firm Stability Insights

Steven L. Rowe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Lawrence Rowe's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

CIBC WORLD MARKETS CORP.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

DAYMARK WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/29/1993

Series 63

Date: 10/5/1987

SIE

Date: 10/1/2018

Series 31

Date: 8/21/2009

Series 7

Date: 9/19/1987

Series 24

Date: 12/6/2010

Current Firm

DAYMARK WEALTH PARTNERS, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DAYMARK WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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