Sara Melissa Payne
Investment adviser representative at Steeloaks Investment Advisers, Inc.
29 yearsExperience
1 stateRegistered in
$131MFirm assets
28 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Steeloaks Investment Advisers, Inc.Jan 1997 to now
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (WV).
Steeloaks Investment Advisers, Inc.
$131MAssets managed
285Clients
4Advisers
28 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
- 3178976
- Firm CRD
- 108197