Steven Andrew Tardy
Investment adviser representative at Mckinley Carter Wealth Services, Inc.
11 yearsExperience
3 statesRegistered in
ChFC®Designation
$2.3BFirm 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 assetsHourlyFixed 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.
- Mckinley Carter Wealth Services, Inc.Nov 2017 to now
- Teays Valley Insurance, LLCSep 2015 to Nov 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, WV).
Mckinley Carter Wealth Services, Inc.
$2.3BAssets managed
1,282Clients
25Advisers
21 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
- 5693336
- Firm CRD
- 135184