Steven Laurence Dougherty
Investment adviser representative at Mpwm Advisory Solutions LLC
10 yearsExperience
1 stateRegistered in
$326.9MFirm assets
12 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Mpwm Advisory Solutions LLCJan 2019 to now
- LPL Financial, LLCOct 2018 to now
- RetiredJul 2016 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
Mpwm Advisory Solutions LLC
$326.9MAssets managed
589Clients
15Advisers
12 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
- 7034396
- Firm CRD
- 169885