Stephen James Mcnaughton
Investment adviser representative at Rede Wealth, LLC
11 yearsExperience
2 statesRegistered in
$346.1MFirm assets
11 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.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Purshe Kaplan Sterling Investments, Inc.Jun 2015 to now
- Rede Wealth, LLCJan 2015 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Rede Wealth, LLC
$346.1MAssets managed
224Clients
2Advisers
11 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
- 4418671
- Firm CRD
- 173346