Sandra Marie Steedle

Employer firm

Mckinley Carter Wealth Services, Inc. CRD 135184

$2.31B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → Present
  Mckinley Carter Wealth Services
  Wexford, PA
• 05/1994 → 03/2022
  Allegiance Financial Advisors
  Pittsburgh, PA

Other Businesses

Kohls. Non-Investment Related. Retail, customer service. Kohl's Inc: 5357 William Flynn Highway, Gibsonia, PA 15044. Start date: October, 2013. 34 hours/month; 0 hours devoted during securities trading hours. Duties include returns at customer service counter.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-25

Other Names

• Sandra Marie Hrivnak