Rush B. Steelman
Professional summary
Rush Barrett Steelman JR., AIF®, who also goes by Barry Steelman Jr, Rush Barrett Steelman Jr, Rush Barrett Jr Steelman, is a registered financial advisor currently at PRIVATE CLIENT WEALTH ADVISORS, LLC located in Denver, Colorado.
Rush is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Rush has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rush Barrett Steelman JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
October 31, 2014 - Present
PRIVATE CLIENT WEALTH ADVISORS, LLC
Office #1: 1040 South Gaylord Street Suite 12, Denver, CO 80209October 31, 2014 - December 31, 2014
PRIVATE CLIENT WEALTH ADVISORS, LLC
August 5, 2014 - January 4, 2016
PRIVATE CLIENT SERVICES, LLC
May 13, 2011 - February 6, 2014
PERSHING ADVISOR SOLUTIONS LLC
September 23, 2008 - February 15, 2011
ADP BROKER-DEALER, INC.
January 17, 2001 - September 16, 2008
STRATEGIC ADVISERS LLC
September 29, 1998 - September 16, 2008
FIDELITY BROKERAGE SERVICES LLC
February 16, 1996 - September 12, 1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, 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
(4/6/2015)
(4/11/2019)
(10/31/2014)
(3/23/2015)
(5/4/2020)
Exams
Current Firm
PRIVATE CLIENT WEALTH ADVISORS, LLC
CRD#: 172613 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 102 |
| AUM (Assets Under Management) | $ 28,818,289 |
Red Flags
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