Stephen T. Van Der Meid

RHINO WEALTH MANAGEMENT

Belmont, NC 28012

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CRD#: 4816885

Professional summary

Stephen Todd Van Der Meid, CFP® is a registered financial advisor currently at RHINO WEALTH MANAGEMENT located in Belmont, North Carolina.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stephen has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.

05/01/2014 - NON-VARIABLE INSURANCE - SELLING NON-VARIABLE INSURANCE PRODUCTS AS AN INDEPENDENT INSURANCE AGENT. - TIME SPENT 10% - BELMONT, NC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Todd Van Der Meid'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: 2010

Experience

Current

June 19, 2014 - Present

RHINO WEALTH MANAGEMENT

Office #1: 32 N. Main St. Ste. 203, Belmont, NC 28012

RIA

CRD#: 171388

Belmont, NC

Past

November 2, 2005 - June 11, 2014

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELMONT, NC

Past

November 2, 2005 - October 13, 2017

LPL FINANCIAL LLC

CRD#: 6413

BELMONT, NC

Past

July 9, 2004 - November 1, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

BELMONT, NC

Past

June 30, 2004 - November 1, 2005

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

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

Florida
(4/19/2023)

IAR

North Carolina
(6/19/2014)

IAR

South Carolina
(5/24/2017)

IAR

Texas
(8/13/2020)

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: 7/6/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/13/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/29/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/17/2007

General Securities Principal Examination

Current Firm

RHINO WEALTH MANAGEMENT

RHINO WEALTH MANAGEMENT | VAN DER MEID, STEPHEN T | RHINO WEALTH MANAGEMENT, INC. | RHINO WEALTH MANAGEMENT INC.

CRD#: 171388 / SEC#:

Florida

Registered Investment Advisory firm - (4/19/2023 Approved)

North Carolina

Registered Investment Advisory firm - (6/19/2014 Approved)

South Carolina

Registered Investment Advisory firm - (5/24/2017 Approved)

Texas

Registered Investment Advisory firm - (8/12/2020 Conditional Restricted)

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Contact information

Main Address

32 N. Main St. Ste. 203, Belmont, NC 28012

Mailing Address

Po Box 472, Belmont, NC 28012

Phone number

(704) 827-9000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	408
AUM (Assets Under Management)	$ 75,265,748

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Stephen T. Van Der Meid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Todd Van Der Meid's CRS (Customer Relationship Summary).

Certified licenses

Experience

RHINO WEALTH MANAGEMENT

LPL FINANCIAL LLC

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2004

SIE

Date: 10/13/2017

Series 7

Date: 6/29/2004

Series 24

Date: 5/17/2007

Current Firm

RHINO WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RHINO WEALTH MANAGEMENT

TRUST BUT VERIFY

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