Advisor at M Stevens Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
M Stevens Wealth Advisors, LLC
Location
Las Vegas, NV 89169
Credentials
Series 66
Industry experience
21 years
Sterling Gary is a financial advisor at M Stevens Wealth Advisors, LLC with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Chalice Capital Partners, LLC and Waddell & Reed, Inc. Outside of his advisory role, he is involved with M Stevens Insurance and has experience working at an Amazon distribution center. M Stevens Wealth Advisors serves individuals, trusts, retirement plans, and business entities by providing investment advisory and planning services. The firm offers a wrap investment management program alongside standalone financial planning and retirement plan consulting, employing a mix of analytical methods and primarily managing assets on a non-discretionary basis.
Based on M Stevens Wealth Advisors, LLC
Based on M Stevens Wealth Advisors, LLC
Financial Planning and Consulting flat fees range from $500 to $10,000; Retirement Plan Consulting flat fees range from $750 to $10,000.
Up to $250 per hour for Retirement Plan Consulting services; $250 per hour assessed for Financial Planning and Consulting services.
3753 Howard Hughes Parkway, Suite 200
Las Vegas, NV 89169
California · Oregon · Texas
M Stevens Wealth Advisors
2019 - Present (7 years)
Chalice Capital Partners, LLC
2018 - 2023 (5 years)
MJC Associates
2018 - 2018 (1 year)
Seal Beach Chamber of Commerce
2016 - 2017 (1 year)
Waddell & Reed, INC.
2011 - 2018 (7 years)
Various Insurance Carriers for W & R Insurance Agencies
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Las Vegas, NV
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