Steven T. Mahan
Professional summary
Steven Terrell Mahan, CFA, CIMA®, who also goes by Steven Mahan, is a registered financial advisor currently at CAPITAL INSIGHT PARTNERS, LLC located in Scottsdale, Arizona.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Steven has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Terrell Mahan's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 24, 2021 - Present
CAPITAL INSIGHT PARTNERS, LLC
Office #1: 7328 East Deer Valley Road Suite 105, Scottsdale, AZ 85255December 22, 2015 - January 10, 2021
CAPITAL CLIENT GROUP, INC.
September 14, 2015 - January 10, 2021
CAPITAL CLIENT GROUP, INC.
March 16, 2011 - July 20, 2012
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
CAPITAL INSIGHT PARTNERS, LLC
CRD#: 147165 / SEC#: 801-69421
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/24/2021)
Exams
Series 7TO
Date: 10/27/2020
General Securities Representative ExaminationCurrent Firm
CAPITAL INSIGHT PARTNERS, LLC
CRD#: 147165 / SEC#: 801-69421
Contact information
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 993 |
| AUM (Assets Under Management) | $ 829,630,377 |
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.
