Steven Delmon Clement

Current Employers

Employment History

• 12/2020 → Present
  Bridge Advisory, Llc
  Pasadena, CA
• 01/2017 → Present
  The Accountancy
  Glendale, CA
• 11/1986 → 01/2017
  Clement & Associates, Cpa
  Glendale, CA
• 11/2023 → Present
  Axxcess Wealth Management, Llc
  Pasadena, CA

Previous Registrations

• 2021-02-02 → 2024-10-31
  Bridge Advisory Llc
  Pasadena, CA

Other Businesses

Steven Clement is a Certified Public Accountant (CPA). As a CPA, Steven offers tax preparation and planning, and trustee services through The Accountancy. If a client engages Steven for tax planning and preparation services, he will receive compensation related to such services. Receipt of such compensation creates a conflict of interest because it gives Mr. Clement an incentive to recommend his tax services. Clients are under no obligation to purchase recommended tax services through Steven Clement or The Accountancy. Mr. Clement is also an Investment Advisor Representative ("IAR") of Bridge Advisory, LLC ("Bridge Advisory," CRD #148282) dba Penniall & Associates, Inc. ("Penniall"), a registered investment advisor with the U.S. Securities and Exchange Commission ("SEC"). Bridge Advisory dba Penniall and AWM are not affiliated entities. In Mr. Clement's separate capacity as IAR of Penniall, Mr. Clement will receive solicitor advisory fees for the implementation of investment advisory services. Clients are not obligated to implement any recommendation or advisory service provided by Mr. Clement. Neither AWM nor Mr. Clement will earn ongoing investment advisory fees in connection with any recommendation or services implemented in Mr. Clement's separate capacity as an IAR of Bridge Advisory LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-12

Designations

Other Names

• Steve Clement
• Steven Clement