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George Charles Steer

Sedona Asset Management Services, LLC

Scottsdale, AZ

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Current Employers
Sedona Asset Management Services, Llc

Longs, SC • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-05-16
IN RA APPROVED 2012-06-13
AZ RA APPROVED 2004-09-14
  • SC RA
    APPROVED
    Since 2025-05-16
  • IN RA
    APPROVED
    Since 2012-06-13
  • AZ RA
    APPROVED
    Since 2004-09-14

Branch Locations

Scottsdale, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sedona Asset Management Services, Llc Scottsdale AZ 07/2004 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-08-18
S63 Uniform Securities Agent State Law Examination 1985-02-28
  • S65 Uniform Investment Adviser Law Examination
    2004-08-18
  • S63 Uniform Securities Agent State Law Examination
    1985-02-28

View on SEC IAPD

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