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Steven Anthony Cecil

Newedge Advisors

New Orleans, LA

Sarasota, FL

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Current Employers
Newedge Advisors

858 Camp Street, New Orleans, LA 70130 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-12-20
  • FL RA
    APPROVED
    Since 2024-12-20

Branch Locations

858 Camp Street, New Orleans, LA 70130 • United States

5674 Marquesas Circle, Sarasota, FL 34233 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Planning Services Inc Tampa FL 08/2014 04/2018
Usaa Financial Advisors Inc Tampa FL 08/2014 04/2018
Usaa Investment Management Company San Antonio TX 01/2018 04/2018
Mid Atlantic Financial Management, Inc. Pittsburgh PA 04/2018 Present
Newedge Advisors, Llc New Orleans LA 11/2021 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-07
  • S66 Uniform Combined State Law Examination
    2013-10-07
Other Names
  • Syeven Anthony Cecil

View on SEC IAPD

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