Best Investors Account Sign in
Inactive

Charles Fox Steege

Savant Wealth Management

Doylestown, PA

Rockford, IL

Claim This Profile
Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-02
  • PA RA
    APPROVED
    Since 2022-11-02

Branch Locations

3655 Route 202 Suite 140, Doylestown, PA 18902 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Sfg Investment Advisors, Inc Doylestown PA 12/1996 11/2022
Savant Wealth Management Rockford IL 11/2022 11/2024
Savant Wealth Management Rockford IL 11/2024 Present
Previous Registrations
  • 1997-03-27 → 2022-12-31
    Sfg Investment Advisors, Inc.
    Doylestown, PA
    Doylestown, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-05-03
  • S63 Uniform Securities Agent State Law Examination
    1985-05-03
Designations

View on SEC IAPD

Other Firms

SUMMIT FINANCIAL, LLC
LPL FINANCIAL LLC
JANNEY MONTGOMERY SCOTT LLC
MUNTZ FINANCIAL, LLC
ARCHETYPE ADVISORS, LLC
TRIDENT ADVISORS INC
WINTHROP PARTNERS - EPA, LLC
RODGERS BROTHERS, INC.

Other Investors

MICHAEL ALAN HALVORSEN
Joseph Michael Bates
PAUL HARRISON KRUMENACKER
ANTHONY SCOTT STENCLER
Emma Nelson Jenkins-Long
MICHAEL STUART SHEEHY
DAVID FOWLER JENKINS
Jonathan Robert Harvey

Other Offices

SUMMIT FINANCIAL, LLC · DOYLESTOWN, PA
LPL FINANCIAL LLC · DOYLESTOWN, PA
JANNEY MONTGOMERY SCOTT LLC · DOYLESTOWN, PA
MUNTZ FINANCIAL, LLC · DOYLESTOWN, PA
ARCHETYPE ADVISORS, LLC · DOYLESTOWN, PA
TRIDENT ADVISORS INC · DOYLESTOWN, PA
WINTHROP PARTNERS - EPA, LLC · Doylestown, PA
RODGERS BROTHERS, INC. · Doylestown, PA

More in Doylestown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor