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Michael Allen Payne

Steeloaks Investment Advisers, Inc.

Weirton, WV

CRD 3165948

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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 2005-03-02
  • WV RA
    APPROVED
    Since 2005-03-02

Branch Locations

3205 Pennsylvania Avenue 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
Purshe Kaplan Sterling Investments Albany NY 02/2005 Present
Steel Oaks Investment Advisors, Inc. Weirton WV 02/2005 Present
  • 02/2005 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 02/2005 → Present
    Steel Oaks Investment Advisors, Inc.
    Weirton, WV
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-19
S63 Uniform Securities Agent State Law Examination 1999-02-05
  • S65 Uniform Investment Adviser Law Examination
    1999-02-19
  • S63 Uniform Securities Agent State Law Examination
    1999-02-05

View on SEC IAPD

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