Steven Stalick
Investment adviser representative at Composition Wealth, LLC
14 yearsExperience
1 stateRegistered in
$9.5BFirm assets
14 yearsFirm in business
Are you Steven Stalick? Claim your profile
Contact this firm
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
14 years in the industry.
- Composition Wealth, LLCJan 2024 to now
- O'donnell Financial GroupApr 2023 to Oct 2023
- First Republic Investment ManagementNov 2021 to Apr 2023
- Pitchbook Data, Inc.Aug 2019 to Nov 2021
- Cavallo Point LodgeOct 2017 to Aug 2019
- Synesis AdvisorsOct 2016 to Aug 2018
- Kimpton Hotels & RestaurantsFeb 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Composition Wealth, LLC
$9.5BAssets managed
3,986Clients
79Advisers
14 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
- 7212611
- Firm CRD
- 143483