SR
Steven C. Reedy
FIRST HEARTLAND CONSULTANTS
GEORGETOWN, TX 78626
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CRD#: 7961646
SR
Professional summary
Steven Cory Reedy is a registered financial advisor currently at FIRST HEARTLAND CONSULTANTS, INC. located in Georgetown, Texas and FIRST HEARTLAND CAPITAL, INC. located in Georgetown, Texas.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Steven has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO 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.
American Benefits Exchange, Investment related, National Sales Director of Life and Health Insurance IMO, Employee, Start Date: 03/01/2022 Infinite Asset Advisors, LLC, Investment Related, Inactive entity. Set up for marketing insurance products. No public use allowed., Owner, Start Date: 10/01/2023 First Heartland Consultants, Inc., Investment Related, Investment advisory services, IAR, Start Date: 04/23/2025 Business Network International. Not Investment Related. Business networking organization. Education Coordinator. Start Date: 10/13/2025. Lyft and Uber Driving. Not Investment Related. Part time driving for Lyft and Uber. Contractor. Start Date: 10/17/2025. Reedy Wealth Management. Investment Related. Marketing insurance and financial sevices. LLC. Owner. Start Date: 2/23/25.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Cory Reedy'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®
NoneExperience
Current
May 7, 2025 - Present
FIRST HEARTLAND CONSULTANTS, INC.
Office #1: 700 S Austin Ave Suite 101, Georgetown, TX 78626RIA
CRD#: 110377
GEORGETOWN, TX
Current
August 27, 2024 - Present
FIRST HEARTLAND CAPITAL, INC.
Office #1: 700 South Austin Ave Suite 101, Georgetown, TX 78626BD
CRD#: 32460
Georgetown, TX
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".
FH
FIRST HEARTLAND CONSULTANTS, INC.
FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377 / SEC#: 801-46595
RIA
Registered Investment Advisory firm - (5/23/1994 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Nevada(9/23/2025)
RR
Oklahoma(12/13/2024)
RR
Texas(11/12/2024)
IAR
Texas(5/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/26/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FH
FIRST HEARTLAND CONSULTANTS, INC.
FIRST HEARTLAND ADVISORS INC | FIRST HEARTLAND CONSULTANTS, INC.
CRD#: 110377 / SEC#: 801-46595
RIA
Registered Investment Advisory firm - (5/23/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367
Mailing Address
Phone number
(636) 625-0900
Established
Firm type
Fiscal year end
# of Employees
92
SEC notice filing (52 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 9,231 |
| AUM (Assets Under Management) | $ 1,771,078,009 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 08/12/2024 | ||
| 12/07/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
