Steven L. Stillman

AXIUS ADVISORS LLC

SAINT CHARLES, MO 63303

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CRD#: 2119454

Professional summary

Steven Lewis Stillman, who also goes by Steve Stillman, is a registered financial advisor currently at AXIUS ADVISORS LLC located in Saint Charles, Missouri and PRIVATE CLIENT SERVICES, LLC located in St Charles, Missouri.

Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Steven has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Stillman

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.

1) Axius Financial. 2085 Bluestone Dr 63303. Financial Services. Advisor. 160 hrs/mo; 160 during trading hrs. 2) Axius Advisors LLC. 2085 Bluestone Dr 63303. RIA. 160 hrs/mo; 160 during trading hrs. Investment related. 3) Fixed Index Annuity Trails. 2085 Bluestone Dr, Saint Charles, MO 63303. Service existing FIA contract clients thru outside IMO CreativeONE and receive trail commissions on some of them. Independent insurance agent to service existing FIA contract clients thru outside IMO CreativeONE and receive trail commissions on some of them. 1 hr/mo; 1 during trading hrs. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Lewis Stillman'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®

None

Experience

Current

October 29, 2024 - Present

AXIUS ADVISORS LLC

Office #1: 2085 Blue Stone Drive, Saint Charles, MO 63303

RIA

CRD#: 330006

SAINT CHARLES, MO

Current

July 1, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 2085 Bluestone Drive , St Charles, MO 63303

RIA

CRD#: 120222

St Charles, MO

Past

April 1, 2011 - July 16, 2025

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Saint Charles, MO

Past

April 1, 2011 - July 16, 2025

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SAINT CHARLES, MO

Past

August 27, 2008 - April 4, 2011

PLANMEMBER SECURITIES CORPORATION

RIA

CRD#: 11869

ST PETERS, MO

Past

August 27, 2008 - April 4, 2011

PLANMEMBER SECURITIES CORPORATION

CRD#: 11869

ST PETERS, MO

Past

May 15, 2006 - October 28, 2008

RETIREMENT INCOME ADVISORS, LLC

RIA

CRD#: 136420

ST. PETERS, MO

Past

April 26, 2006 - May 15, 2006

SPECTRUM CAPITAL, LLC

RIA

CRD#: 28303

ST. PETERS, MO

Past

April 26, 2006 - August 6, 2008

SPECTRUM CAPITAL, LLC

CRD#: 28303

ST. PETERS, MO

Past

June 28, 2004 - October 31, 2006

GATEWAY FINANCIAL ADVISORS, INC.

RIA

CRD#: 115025

ST. PETERS, MO

Past

December 1, 2003 - May 2, 2006

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

ST. PETERS, MO

Past

December 1, 2003 - May 2, 2006

FSC SECURITIES CORPORATION

CRD#: 7461

ST. PETERS, MO

Past

July 24, 2001 - December 12, 2003

VESTAX SECURITIES CORPORATION

RIA

CRD#: 10332

OVERLAND PARK, KS

Past

May 25, 2001 - December 12, 2003

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

July 3, 1997 - May 25, 2001

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

February 25, 1991 - July 3, 1997

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

February 25, 1991 - July 3, 1997

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/1/2025)

Georgia
(7/1/2025)

Illinois
(7/1/2025)

Indiana
(10/21/2025)

Kansas
(7/1/2025)

Kentucky
(7/1/2025)

IAR

Missouri
(4/30/2025)

Missouri
(7/1/2025)

New Hampshire
(7/1/2025)

New Jersey
(7/1/2025)

IAR

Texas
(10/29/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/29/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/8/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/8/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/22/1991

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

AXIUS ADVISORS LLC

CRD#: 330006 / SEC#: 801-130416

RIA

Registered Investment Advisory firm - (6/3/2024 120-Day Approval)

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Contact information

Main Address

2085 Blue Stone Drive, Saint Charles, MO 63303

Mailing Address

Phone number

(636) 493-9600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - AXIUS ADVISORS LLC (3/17/2025)

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. Stillman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Lewis Stillman's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PLANMEMBER SECURITIES CORPORATION

PLANMEMBER SECURITIES CORPORATION

RETIREMENT INCOME ADVISORS, LLC

SPECTRUM CAPITAL, LLC

SPECTRUM CAPITAL, LLC

GATEWAY FINANCIAL ADVISORS, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

VESTAX SECURITIES CORPORATION

VESTAX SECURITIES CORPORATION

NEW ENGLAND SECURITIES

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/29/2025

Series 63

Date: 3/8/1991

SIE

Date: 10/1/2018

Series 7

Date: 5/8/2001

Series 6

Date: 2/22/1991

FINRA

Current Firm

AXIUS ADVISORS LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

AXIUS ADVISORS LLC

TRUST BUT VERIFY

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