Steven A. Suib
Professional summary
Steven Alan Suib, who also goes by Steven Suib, is a registered financial advisor currently at PRESERVATION WEALTH MANAGEMENT located in King Of Prussia, Pennsylvania.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Steven has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Alan Suib's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2014 - Present
PRESERVATION WEALTH MANAGEMENT
Office #1: 630 Freedom Business Center Drive Third Floor, King Of Prussia, PA 19406June 11, 2009 - January 5, 2010
KALOS MANAGEMENT
June 11, 2009 - December 17, 2009
KALOS CAPITAL, INC.
July 29, 2008 - May 29, 2009
SYNERGY INVESTMENT GROUP, LLC
July 9, 2008 - May 29, 2009
SYNERGY INVESTMENT GROUP, LLC
May 10, 2006 - June 20, 2008
MADISON AVENUE ADVISORS, INC.
January 23, 2006 - June 20, 2008
MADISON AVENUE SECURITIES, LLC
June 7, 2005 - December 31, 2005
USA FINANCIAL SECURITIES LLC
February 10, 2005 - December 31, 2005
USA FINANCIAL SECURITIES LLC
March 5, 2001 - February 17, 2005
OSAIC FS, INC.
July 10, 1998 - January 24, 2001
1717 CAPITAL MANAGEMENT COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2014)
Exams
Current Firm
PRESERVATION WEALTH MANAGEMENT
CRD#: 170636 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 2,333,000 |
Red Flags
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