Steven F Wickline

Employer firm

Southstate Private Capital Management LLC CRD 165306

$4.96B regulatory AUM

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

• 03/2016 → 11/2024
  Wells Fargo Bank
  Charleston, SC
• 02/2021 → 11/2024
  Wells Fargo Clearing Services
  Charleston, SC
• 11/2024 → Present
  Southstate Advisory
  Charleston, SC
• 02/2014 → 11/2024
  Wells Fargo
  Charleston, SC
• 06/2025 → Present
  Private Capital Management, Llc
  Denver, CO

Previous Registrations

• 2025-01-14 → 2026-02-27
  Southstate Advisory, Inc.
  Daniel Island, SC
• 2012-06-28 → 2014-02-25
  Amundi Pioneer Institutional Asset Management, Inc.
  Boston, MA
• 2009-05-22 → 2012-06-27
  Wells Fargo Clearing Services, Llc
  Charlottesville, VA
  Boston, MA
• 2008-06-03 → 2009-05-22
  Citigroup Global Markets Inc.
  Lynchburg, VA

Other Businesses

CFA Society of South Carolina: Board Member The Formation Project: Board Member

Exams

• S66 Uniform Combined State Law Examination
  2008-05-29

Designations

• Chartered Financial Analyst

Other Names

• Steven F Wickline
• Steven Forrest Wickline