Gelasia Steed

STEED INVESTMENTS

Graford, TX

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CRD#: 4536325

Professional summary

Gelasia Steed, CFP® is a registered financial advisor currently at STEED INVESTMENTS, LLC located in Graford, Texas.

Gelasia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gelasia has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

G STEED LP - FOR OIL AND GAS - 40 hours per month Lush Resort - hospitality - 200 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gelasia Steed's 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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

January 1, 2008 - Present

STEED INVESTMENTS, LLC

RIA

CRD#: 145804

Graford, TX

Past

April 1, 2004 - December 31, 2007

RHODES INVESTMENT ADVISORS, INC.

RIA

CRD#: 114245

FT WORTH, TX

Past

April 1, 2004 - December 31, 2007

RHODES SECURITIES, INC.

CRD#: 19610

FT WORTH, TX

Past

March 13, 2003 - April 1, 2004

TRANSAMERICA FINANCIAL ADVISORS, INC.

RIA

CRD#: 3600

METAIRIE, LA

Past

August 9, 2002 - April 1, 2004

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

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.

Highlighted states indicate IAR registrations

IAR

Texas
(1/1/2008)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/6/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/8/2002

General Securities Representative Examination

Current Firm

STEED INVESTMENTS, LLC

CRD#: 145804 / SEC#:

Texas

Registered Investment Advisory firm - (1/1/2008 Approved)

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Contact information

Main Address

Graford, TX

Mailing Address

Phone number

(504) 913-7968

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gelasia Steed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gelasia Steed's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEED INVESTMENTS, LLC

RHODES INVESTMENT ADVISORS, INC.

RHODES SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2002

Series 7

Date: 8/8/2002

Current Firm

STEED INVESTMENTS, LLC

Contact information

Documents

Red Flags

Company Information

STEED INVESTMENTS, LLC

TRUST BUT VERIFY

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