Steven Charles Bates
Investment adviser representative at Advocates Wealth Planning
22 yearsExperience
1 stateRegistered in
$448.1MFirm assets
20 yearsFirm in business
Are you Steven Charles Bates? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Advocates Wealth PlanningJul 2023 to now
- Stegent Equity Advisors Inc.May 2020 to now
- Stegent Financial Services, PcMay 2020 to now
- Bridgeway Capital ManagementMar 2004 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Advocates Wealth Planning
Legal name: Your Advocates, Ltd., LLP
$448.1MAssets managed
193Clients
4Advisers
20 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
- 2979027
- Firm CRD
- 138612