Steven Anthony Cecil

Employer firm

Newedge Advisors CRD 171351

$43.2B regulatory AUM 122 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 04/2018
  Usaa Financial Planning Services Inc
  Tampa, FL
• 08/2014 → 04/2018
  Usaa Financial Advisors Inc
  Tampa, FL
• 01/2018 → 04/2018
  Usaa Investment Management Company
  San Antonio, TX
• 04/2018 → Present
  Mid Atlantic Financial Management, Inc.
  Pittsburgh, PA
• 11/2021 → Present
  Newedge Advisors, Llc
  New Orleans, LA

Previous Registrations

• 2018-04-23 → 2021-11-01
  Mid Atlantic Financial Management, Inc.
  Sarasota, FL
  Pittsburgh, PA
• 2018-01-08 → 2018-04-25
  Usaa Investment Services Company
  San Antonio, TX
• 2014-09-16 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
  Lakewood Ranch, FL
  Tampa, FL
• 2013-10-10 → 2014-06-30
  Bb&T Investment Services, Inc.
  Sarasota, FL
  Charlotte, NC
  Bradenton, FL
  Bradenton, FL

Exams

• S66 Uniform Combined State Law Examination
  2013-10-07

Other Names

• Syeven Anthony Cecil