Steven A. Early
Professional summary
Steven Alan Early, CFP®, who also goes by Steve Early, is a registered financial advisor currently at CLEARPOINT WEALTH MANAGEMENT located in Colleyville, Texas.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Steven has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Alan Early's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 4, 2025 - Present
CLEARPOINT WEALTH MANAGEMENT
Office #1: 26 Main Street, Colleyville, TX 76034March 19, 2007 - August 3, 2023
STEWARD WEALTH MANAGEMENT
February 11, 2003 - October 25, 2005
OSAIC FS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/4/2025)
Exams
Current Firm
CLEARPOINT WEALTH MANAGEMENT
CRD#: 337649 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 136 |
| AUM (Assets Under Management) | $ 68,045,106 |
Red Flags
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