Steven Allen Cartwright
Investment adviser representative at Per Stirling Capital Management, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
Are you Steven Allen Cartwright? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- B.B. Graham & Co., Inc.Sep 2023 to now
- Per Stirling Capital Management, LLCSep 2023 to now
- Per Stirling Private WealthSep 2023 to now
- AscensusMar 2021 to Sep 2023
- UnemployedNov 2020 to Mar 2021
- Beau Sharpe State FarmSep 2020 to Nov 2020
- UnemployedSep 2019 to Sep 2020
- Optionsxpress, Inc.Aug 2016 to Oct 2017
- Charles Schwab BankFeb 2008 to Sep 2019
- Charles Schwab & Co., Inc.Apr 2007 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Per Stirling Capital Management, LLC
$1.6BAssets managed
1,101Clients
31Advisers
16 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
- 2391083
- Firm CRD
- 151671