Stephen James Schneider
Investment adviser representative at Alphastar Capital Management
18 yearsExperience
1 stateRegistered in
$2.5BFirm assets
15 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
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Securenet Wealth, LLC (previously Pilot Financial Services, LLC)Aug 2024 to now
- Securenet Tax, LLCAug 2023 to now
- Alphastar Capital Management, LLCApr 2022 to now
- Securenet Financial, LLCJan 2022 to now
- Pilot Financial Services, LLCApr 2022 to Aug 2024
- Ae Wealth Management, LLCAug 2021 to Apr 2022
- Changepath, LLCDec 2020 to Aug 2021
- Tb Financial Group, LLCNov 2020 to Feb 2022
- Blueprint Wealth Management LLC.May 2020 to Nov 2020
- Parady Financial Group, Inc.May 2020 to Nov 2020
- Ethos Energy Inc.Sep 2018 to Apr 2020
- Pilot Turbine Services, LLC.Feb 2008 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Alphastar Capital Management
Legal name: Alphastar Capital Management, LLC
$2.5BAssets managed
8,525Clients
155Advisers
15 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
- 7280782
- Firm CRD
- 157423