Steven M. Aldridge
Professional summary
Steven Madison Aldridge is a registered financial advisor currently at CANOPUS WEALTH MANAGEMENT located in Louisville, Kentucky.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Steven has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Madison Aldridge's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 28, 2017 - Present
CANOPUS WEALTH MANAGEMENT
Office #1: 9900 Corporate Campus Drive Suite 2100, Louisville, KY 40223-5010May 23, 2012 - July 24, 2017
STERLING FINANCIAL GROUP, LTD.
February 27, 1995 - January 27, 2003
J.J.B. HILLIARD, W.L. LYONS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/28/2017)
(2/17/2023)
Exams
Current Firm
CANOPUS WEALTH MANAGEMENT
CRD#: 287946 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 80,304,138 |
Red Flags
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Company Information
CANOPUS WEALTH MANAGEMENT
CRD#: 287946Louisville, KY 40223-5010TRUST BUT VERIFY
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