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Steven John Hubbell

Hubbell Strickland Wealth Management, LLC

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About Steven John Hubbell

Steven John Hubbell is a financial advisor with over 38 years of experience in the industry. Steven is registered with Hubbell Strickland Wealth Management, LLC and has been associated with this firm since June 2019. Steven is also a Certified Financial Planner and holds a Series 6, 7, 24, 63, 99TO, and SIE licenses. Steven's firm, Hubbell Strickland Wealth Management, LLC is a Registered Investment Advisor (RIA) that provides investment management and financial planning services. The firm has a strong focus on providing personalized services to individuals, families, and businesses. Steven and the firm have a reputation for providing high-quality investment advice and services, helping clients reach their financial goals.

Firm Information

Steven Hubbell is currently registered with Hubbell Strickland Wealth Management, LLC. Hubbell Strickland Wealth Management, LLC is a Registered Investment Advisor based in New Orleans, LA. The firm manages over $500 million in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, and pension plans. They specialize in financial planning and portfolio management for individuals and businesses. Hubbell Strickland Wealth Management, LLC provides a range of services, including financial planning, portfolio management, and other advisory services.
Hubbell Strickland Wealth Management, LLC

1100 POYDRAS STREET

NEW ORLEANS, LA 70163

$504.00M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Hubbell’s Registration & Firm History

LA

05/28/2019 - Present

Hubbell Strickland Wealth Management, LLC (NEW ORLEANS LA)

LA

07/25/1985 - 10/13/2014

CETERA ADVISOR NETWORKS LLC (NEW ORLEANS LA)

NA

09/25/1984 - 06/07/1985

DEAN WITTER REYNOLDS INC.

NA

02/16/1984 - 07/06/1984

SMA EQUITIES, INC.

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Licenses & Designations

BC

Issued 09/18/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1984

Series 7 - General Securities Representative Examination

BC

Issued 02/15/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Steven John Hubbell. Review regulatory record here.
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