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Steven Michael Cosentini

Investment adviser representative at Dew Wealth Management
10 yearsExperience
1 stateRegistered in
$464.7MFirm assets
10 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 feeOther

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

10 years in the industry.

  1. Dew Wealth ManagementSep 2025 to now
  2. Magnolia CapitalDec 2023 to Sep 2025
  3. LPL Financial LLCJul 2023 to Dec 2023
  4. Pfs Investments Inc.Mar 2023 to Jul 2023
  5. Primerica Financial ServicesJul 2022 to Jul 2023
  6. Federal Aviation AdministrationJun 2016 to Mar 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (MS).

Dew Wealth Management

Legal name: Dew Wealth Management, LLC

$464.7MAssets managed
246Clients
24Advisers
10 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
7700815
Firm CRD
114148
Advisor's SEC record (opens in a new tab)
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