Steven Cervantes
Steven Cervantes is a registered investment advisor at Summit Capital Solutions LLC, based in Brentwood, TN, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Summit Capital Solutions provides investment advice as a sub-advisor to other registered investment advisor firms. Summit receives a sub-advisory fee that typically ranges between 0.20% to 0.50%.
Location
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is the CEO of K Street Capital, where he is involved in insurance sales and other consulting services. He also serves as the Chief Compliance Officer for Virtue Capital Management, LLC and Summit Capital Solutions, LLC since 2021.
Employment History
Current Registrations
Summit Capital Solutions LLC
Virtue Capital Management, LLC
Previous Registrations
Lifemark Securities CORP.Broker
K Street Capital Partners
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Opus Financial Partners, LLCBroker
Wealthfront
Wealthfront Brokerage CorporationBroker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Foothill Securities, INC.
Foothill Securities, INC.Broker
Questar Asset Management, INC.
Questar Capital CorporationBroker
Ita Financial Services, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
UBS Painewebber INC.Broker
Sisung Securities CorporationBroker
Banc One Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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