Morten Roness

Steelpeak Wealth, LLC

32 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Financial Planning & CoachingTax PlanningEstate PlanningInvestment ManagementRetirement Planning

Steelpeak Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

29 advisors

Number of Clients

2,358 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$3.4B

Fee Structure

Location

Calabasas, CA

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History

Regulatory History (1)

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Customer Dispute

November 2002

Denied

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Employment History

Current Registrations

Steelpeak Wealth, LLC

August 2016 - Present · 9 yrs 6 mos

Previous Registrations

Purshe Kaplan Sterling InvestmentsBroker

October 2012 - February 2016 · 3 yrs 4 mos

The Phillips Group Advisors

September 2012 - August 2016 · 3 yrs 11 mos

MML Investors Services, LLCBroker

September 2010 - August 2012 · 1 yr 11 mos

Allstate Financial Services, LLCBroker

May 2003 - August 2010 · 7 yrs 3 mos

Wachovia Securities, INC.

July 1999 - May 2003 · 3 yrs 10 mos

Wachovia Securities, INC.Broker

November 1997 - May 2003 · 5 yrs 6 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 1993 - December 1997 · 4 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.