Stephen Zurlo
Investment adviser representative at Barksdale Investment Management
10 yearsExperience
1 stateRegistered in
CFADesignation
$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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Barksdale Investment ManagementMar 2024 to now
- Weaver C. Barksdale & Associates, Inc.Feb 2024 to now
- AlliancebernsteinAug 2020 to Jan 2024
- Ameriprise FinancialAug 2019 to Jul 2020
- AlliancebernsteinJun 2019 to Aug 2019
- Tennessee Valley AuthorityJan 2019 to May 2020
- Patten and PattenJun 2018 to Jul 2018
- Things RememberedDec 2017 to Dec 2018
- University of Tennessee At ChattanoogaSep 2016 to May 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
Barksdale Investment Management
Legal name: Weaver C. Barksdale & Associates, Inc.
$3BAssets managed
54Clients
9Advisers
41 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
- 7172753
- Firm CRD
- 105098