Stephen James Schneider

Employer firm

Alphastar Capital Management CRD 157423

$2.50B regulatory AUM 28 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SUB-ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2020 → 11/2020
  Blueprint Wealth Management Llc.
  The Villages, FL
• 05/2020 → 11/2020
  Parady Financial Group, Inc.
  The Villages, FL
• 09/2018 → 04/2020
  Ethos Energy Inc.
  Houston, TX
• 02/2008 → 09/2018
  Pilot Turbine Services, Llc.
  The Villages, FL
• 12/2020 → 08/2021
  Changepath, Llc
  Leawood, KS
• 11/2020 → 02/2022
  Tb Financial Group, Llc
  Fruitland Park, FL
• 08/2021 → 04/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 04/2022 → Present
  Alphastar Capital Management, Llc
  Cornelius, NC
• 08/2023 → Present
  Securenet Tax, Llc
  Wildwood, FL
• 01/2022 → Present
  Securenet Financial, Llc
  Wildwood, FL
• 04/2022 → 08/2024
  Pilot Financial Services, Llc
  Wildwood, FL
• 08/2024 → Present
  Securenet Wealth, Llc (Previously Pilot Financial Services, Llc)
  Wildwood, FL

Previous Registrations

• 2021-09-01 → 2022-04-08
  Ae Wealth Management, Llc
  Fruitland Park, FL
• 2020-12-23 → 2021-08-27
  Creativeone Wealth, Llc
  Overland Park, KS
  Fruitland Park, FL
• 2020-08-24 → 2020-11-02
  Parady Wealth Management
  The Villages, FL

Other Businesses

1. Securenet Financial, LLC; INVESTMENT RELATED; 3745 Vineland Ave, The Villages, FL, 32163. LIFE INSURANCE AND ANNUITY SALES; Chief Executive Officer; SINCE 01/2022; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING. 2. Securenet Tax, LLC; Not Investment related; 4076 E. SR 44, Wildwood, FL 34785. Tax Prep and Planning Services; Owner; Since 08/2023; Approx. 2hrs/month; Approx. 0hrs/month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-15

Other Names

• Steve Schneider