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Stephen Michael Erb

Assuredpartners Investment Advisors

Dewitt, MI

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Current Employers
Assuredpartners Investment Advisors

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-10-21
  • MI RA
    APPROVED
    Since 2024-10-21

Branch Locations

240 South Bridge Street Suite 110, Dewitt, MI 48820 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chesme Capital Management Dewitt MI 01/2005 08/2017
Chesme Capital Management Llc Dewitt MI 08/2017 Present
Assuredpartners Investment Advisors Tampa FL 10/2024 Present
  • 01/2005 → 08/2017
    Chesme Capital Management
    Dewitt, MI
  • 08/2017 → Present
    Chesme Capital Management Llc
    Dewitt, MI
  • 10/2024 → Present
    Assuredpartners Investment Advisors
    Tampa, FL
Previous Registrations
  • 2017-12-19 → 2024-11-26
    Chesme Capital Management
    Dewitt, MI
  • 2010-08-25 → 2017-08-21
    Chesme Capital Management
    Dewitt, MI
Other Businesses

Chesme Capital Management, registered investment adviser firm

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-10-01
S63 Uniform Securities Agent State Law Examination 1997-03-20
  • S65 Uniform Investment Adviser Law Examination
    2002-10-01
  • S63 Uniform Securities Agent State Law Examination
    1997-03-20

View on SEC IAPD

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