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Inactive

Steven Stalick

Composition Wealth, LLC

Los Angeles, CA

Sausalito, CA

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Current Employers
Composition Wealth, Llc

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-07-11
  • CA RA
    APPROVED
    Since 2024-07-11

Branch Locations

11300 West Olympic Blvd Suite 800, Los Angeles, CA 90064 • United States

30 Liberty Ship Way #3150, Sausalito, CA 94965 • 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
Composition Wealth, Llc Sausalito CA 01/2024 Present
O'DOnnell Financial Group San Rafael CA 04/2023 10/2023
First Republic Investment Management San Francisco CA 11/2021 04/2023
Pitchbook Data, Inc. San Francisco CA 08/2019 11/2021
Cavallo Point Lodge Sausalito CA 10/2017 08/2019
Synesis Advisors San Francisco CA 10/2016 08/2018
Kimpton Hotels & Restaurants San Francisco CA 02/2012 06/2017
  • 01/2024 → Present
    Composition Wealth, Llc
    Sausalito, CA
  • 04/2023 → 10/2023
    O'DOnnell Financial Group
    San Rafael, CA
  • 11/2021 → 04/2023
    First Republic Investment Management
    San Francisco, CA
  • 08/2019 → 11/2021
    Pitchbook Data, Inc.
    San Francisco, CA
  • 10/2017 → 08/2019
    Cavallo Point Lodge
    Sausalito, CA
  • 10/2016 → 08/2018
    Synesis Advisors
    San Francisco, CA
  • 02/2012 → 06/2017
    Kimpton Hotels & Restaurants
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-05
  • S65 Uniform Investment Adviser Law Examination
    2023-10-05

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
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NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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