Steven Street
Professional summary
Steven Street, who also goes by Steven L Melcher-street Jr, Steven Melcher-street, Steven L Street, is a registered financial advisor currently at WT WEALTH MANAGEMENT, LLC located in Flagstaff, Arizona.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Steven has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Street's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 28, 2025 - Present
WT WEALTH MANAGEMENT, LLC
Office #1: 813 N Beaver St, Flagstaff, AZ 86001February 23, 2022 - February 10, 2024
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
WT WEALTH MANAGEMENT, LLC
CRD#: 169566 / SEC#: 801-112701
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/28/2025)
Exams
Series 6TO
Date: 2/23/2022
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
WT WEALTH MANAGEMENT, LLC
CRD#: 169566 / SEC#: 801-112701
Contact information
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,594 |
| AUM (Assets Under Management) | $ 385,243,993 |
Red Flags
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