How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Stephen

ADVISOR PROFILE

1) Southern Region Minority Supplier Development Council (Not Investment Related) Non-profit entity that certifies businesses as minority owned. Board Member & Executive Committee Member 01/2008 - Present 3-5 hours are allocated to this entity per week. 2) SEADASTE LLC Address: Opelousas, ME Nature of the Business: Business Owner Position/Title: Other, Partner Investment Related: No Start Date: 03/21/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Family-owned LLC established to manage estate of deceased mother. My sister and father are also members.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

GET PROTECTED WITH ADVISORCHECK

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Stephen Michael Daste

Experience: 32 years / 10 firms

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