Steven Shadeed
Steven Shadeed is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5025 Arlington Centre Blvd., Suite 240, Columbus, OH, 43220
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the owner of Shadeed Wealth Strategies, a support company/DBA, since 2018. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Advest, INC.
Advest, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations23 states
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