Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Gary Prestyly is an Investment Advisor Representative at Colonial River Wealth Management LLC. Steven has been in the financial industry since November 19, 1992. Steven holds Series 63, 65, 7, 24, 31, and SIE securities licenses. Steven is also a Registered Investment Advisor.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
11/30/2017 - Present
Colonial River Wealth Management LLC (MIDLOTHIAN VA)
MO
12/13/2002 - 01/13/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
NY
03/27/2001 - 01/08/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/01/1999 - 03/26/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
WI
05/31/1995 - 07/14/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/31/1995 - 07/14/1999
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
09/28/1994 - 04/04/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/28/1994 - 04/04/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NJ
04/21/1988 - 04/23/1990
GARVIN GUYBUTLER CORPORATION (JERSEY CITY NJ)
IA
Issued 07/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 09/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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