Steven Howard Maide
Investment adviser representative at Key Client Fiduciary Advisors, LLC
11 yearsExperience
2 statesRegistered in
$896.3MFirm assets
8 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
- Pension consulting
Experience
11 years in the industry.
- Key Client Fiduciary Advisors, LLCOct 2018 to now
- Coastal Equities, Inc.Oct 2018 to Sep 2023
- Wells Fargo Advisors Financial Network, LLCJan 2015 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Key Client Fiduciary Advisors, LLC
$896.3MAssets managed
2,272Clients
10Advisers
8 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
- 6361566
- Firm CRD
- 298240