Steven Frederick Mcneilly
Investment adviser representative at Stark Wealth Management LLC
18 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$262.5MFirm assets
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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
18 years in the industry.
- Stark Wealth Management LLCSep 2024 to now
- American PortfoliosSep 2014 to Sep 2024
- American Portfolios Financial Services, Inc.Sep 2008 to Sep 2024
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 3 states (NY, PA, TX).
Stark Wealth Management LLC
$262.5MAssets managed
531Clients
5Advisers
1 yearIn 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
- 5614719
- Firm CRD
- 309422