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Donald John Kendrick

Steeloaks Investment Advisers, Inc.

Weirton, WV

CRD 2277793

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Employer firm

Steeloaks Investment Advisers, Inc. CRD 108197

$131M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING, INSTITUTIONAL RESEARCH & ANALYSIS

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

Current Employers
Steeloaks Investment Advisers, Inc.

135 Palm Drive, Weirton, WV 26062 • United States

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 1997-01-09
  • WV RA
    APPROVED
    Since 1997-01-09

Branch Locations

3205 Pennsylvania Ave Penn Place, Suite 102, Weirton, WV 26062 • 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
Steeloaks Investment Advisers, Inc. Weirton WV 01/1997 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-10-23
  • S63 Uniform Securities Agent State Law Examination
    1992-10-23

View on SEC IAPD

Nearby Firms

WESBANCO SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC

Nearby Investors

MICHAEL ALLEN PAYNE
SARA MELISSA PAYNE
DEWEY JOSEPH GUIDA

Nearby Offices

STEELOAKS INVESTMENT ADVISERS, INC. · WEIRTON, WV
WESBANCO SECURITIES, INC. · Weirton, WV
STEELOAKS INVESTMENT ADVISERS, INC. · WEIRTON, WV

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