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Stephen Michael Troutman

Troutman Wealth

Malvern, PA

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Current Employers
Troutman Wealth

101 Lindenwood Drive Suite 225, Malvern, PA 19335 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-15
PA RA APPROVED 2019-05-06
  • TX RA
    APPROVED
    Since 2024-04-15
  • PA RA
    APPROVED
    Since 2019-05-06

Branch Locations

101 Lindenwood Drive Suite 225, Malvern, PA 19335 • 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
Main Line Financial Advisors, Llc Malvern PA 06/2000 01/2017
Fsc Securities Corporation Pottstown PA 01/2004 07/2018
Troutman Fitness, Llc Pottstown PA 03/2008 Present
Lion Street Financial Malvern PA 07/2018 05/2019
Troutman Wealth Managament, Llc Pottstown PA 05/2019 Present
  • 06/2000 → 01/2017
    Main Line Financial Advisors, Llc
    Malvern, PA
  • 01/2004 → 07/2018
    Fsc Securities Corporation
    Pottstown, PA
  • 03/2008 → Present
    Troutman Fitness, Llc
    Pottstown, PA
  • 07/2018 → 05/2019
    Lion Street Financial
    Malvern, PA
  • 05/2019 → Present
    Troutman Wealth Managament, Llc
    Pottstown, PA
Other Businesses

1) Troutman Fitness, LLC, OWNER / PERSONAL TRAINER, 1900 RIDGE RD, POTTSTOWN, PA 19465, 3/2008-PRESENT, 20 HRS/MO (0 HRS DURING SECURITIES TRADING HRS), NOT INVESTMENT RELATED 2) SMKL, INC.; NOT INVESTMENT RELATED; 88 GLOCKER WAY SUITE 112, POTTSTOWN, PA 19465; OWNER; SINCE 03/15/2013; 2-10 HOURS PER WEEK; NONE DURING SECURITY HOURS; THIS COMPANY IS ENTIRELY SEPARATE FROM MY POSITION AT MAIN LINE FINANCIAL ADVISORS? IT HAS ABSOLUTELY ZERO INVOLVEMENT WITH THE SECURITIES INDUSTRY. IT IS A NEW BUSINESS THAT CAN DESCRIBE GENERALLY AS A CONSULTING/MARKETING COMPANY. I HAVEN'T YET DECIDED EXACTLY HOW MONEY WILL BE MADE BUT IT'LL BE ENTIRELY ASSOCIATED WITH MY PERSONAL TRAINING BUSINESS, SELLING GOODS ON PLATFORMS SUCH AS EBAY, POSSIBLY WRITING A FITNESS RELATED BOOK, SELLING FITNESS RELATED ARTICLES, MODELING IN VIDEOS, CONSULTING WITH INDIVIDUALS REGARDING EXERCISE PROGRAMMING, ETC.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-05-05
  • S63 Uniform Securities Agent State Law Examination
    2004-05-05
Designations

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