Steven Edward Powers
Investment adviser representative at Ingalls Investment Management, LLC
27 yearsExperience
15 statesRegistered in
CFADesignation
$7.8BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Ingalls Investment Management, LLCAug 2026 to now
- Ingalls & Snyder LLCFeb 2024 to now
- Spouting Rock Asset ManagementJan 2023 to Feb 2024
- Stewart Asset ManagementOct 2014 to Dec 2022
- StudentJan 1999 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 15 states (AZ, CA, CO, CT, DE, FL, KS, MA, ME, NC, NH, NJ, NY, OH, SC).
Ingalls Investment Management, LLC
$7.8BAssets managed
4,453Clients
53Advisers
58 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
- 5734702
- Firm CRD
- 343369