Saundra Jane Gibson genoni
Investment adviser representative at Steel Tower Investments
10 yearsExperience
1 stateRegistered in
$258.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Steel Tower InvestmentsDec 2022 to now
- Wick Capital Partners, LLCMar 2020 to Dec 2022
- Triad AdvisorsSep 2018 to Mar 2020
- Triad Hybrid SolutionsSep 2018 to Mar 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Sep 2018
- Wells Fargo Advisors, LLCJan 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (PA).
Steel Tower Investments
Legal name: Up Strategic Wealth Investment Advisors, LLC
$258.7MAssets managed
68Clients
4Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2390180
- Firm CRD
- 166742