Steven M. Cosentini

DEW WEALTH MANAGEMENT

Ocean Springs, MS

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CRD#: 7700815

Professional summary

Steven Michael Cosentini is a registered financial advisor currently at DEW WEALTH MANAGEMENT located in Ocean Springs, Mississippi.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Steven has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO and SIE 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.

Name of Other Business: Blossman Family YMCA / Investment Related: No / Address: 1810 Government St., Ocean Springs, MS / Nature: Non-profit community center / Position: Member of Board of Directors / Start Date: 1/28/2025 / Number of Hours Devoted: 4 / Hours during Trading Hours: 0 / Duties: Help make decisions related to the operations and growth of the business. Name of Other Business: N/A / Investment related: Yes / Address: Ocean Springs, Mississippi / Position: Insurance Agent / Duties: Sale of insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Cosentini's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 14, 2025 - Present

DEW WEALTH MANAGEMENT

RIA

CRD#: 114148

Ocean Springs, MS

Past

December 17, 2023 - September 26, 2025

MAG CAP

RIA

CRD#: 298398

Ocean Springs, MS

Past

July 5, 2023 - December 6, 2023

LPL FINANCIAL LLC

CRD#: 6413

OCEAN SPRINGS, MS

Past

March 14, 2023 - July 6, 2023

PFS INVESTMENTS INC.

CRD#: 10111

HATTIESBURG, MS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DEW WEALTH MANAGEMENT

DEW WEALTH MANAGEMENT | INNOVATIVE WEALTH STRATEGIES, LLC | DEW WEALTH MANAGEMENT, LLC

CRD#: 114148 / SEC#: 801-108014

RIA

Registered Investment Advisory firm - (6/24/2016 Approved)

Arizona

Registered Investment Advisory firm - (6/27/2016 Terminated)

California

Registered Investment Advisory firm - (7/27/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Mississippi
(10/14/2025)

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 65

Date: 12/7/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 3/14/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 2/10/2023

Securities Industry Essentials Examination

Current Firm

DEW WEALTH MANAGEMENT

DEW WEALTH MANAGEMENT | INNOVATIVE WEALTH STRATEGIES, LLC | DEW WEALTH MANAGEMENT, LLC

CRD#: 114148 / SEC#: 801-108014

RIA

Registered Investment Advisory firm - (6/24/2016 Approved)

Arizona

Registered Investment Advisory firm - (6/27/2016 Terminated)

California

Registered Investment Advisory firm - (7/27/2016 Terminated)

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Contact information

Main Address

8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260

Mailing Address

Phone number

(480) 614-9119

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (8/29/2025)

Regulatory assets under management

Total Number of Accounts	664
AUM (Assets Under Management)	$ 361,883,561

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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Steven M. Cosentini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Michael Cosentini's CRS (Customer Relationship Summary).

Certified licenses

Experience

MAG CAP

LPL FINANCIAL LLC

PFS INVESTMENTS INC.

Primary Firm SEC Registration

DEW WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/2023

Series 63

Date: 5/2/2023

Series 6TO

Date: 3/14/2023

SIE

Date: 2/10/2023

Current Firm

DEW WEALTH MANAGEMENT

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DEW WEALTH MANAGEMENT

TRUST BUT VERIFY

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