Steven Harry Cliadakis
Investment adviser representative at Altum Wealth Advisors
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$135MFirm 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
- Pension consulting
Experience
7 years in the industry.
- Altum Wealth Advisors, LLCMay 2019 to now
- Purshe Kaplan Sterling InvestmentsMay 2019 to Aug 2019
- First Allied Advisory Services, Inc.Aug 2013 to May 2019
- First Allied Securities, Inc.Oct 2012 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Altum Wealth Advisors
Legal name: Bay Cliadakis & Associates, LLC
$135MAssets managed
241Clients
2Advisers
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
- 6101428
- Firm CRD
- 301214