Steven Mccartin
Steven Mccartin is a CFP, ChFC-designated registered investment advisor at Continuum Advisory, LLC, based in Chester, MD, with 23 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,461 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.95% |
Total management fee is structured in tiers up to 2.95% annually and is fully negotiable based on portfolio size, composition, and services provided.
Fee Estimator
Location
1563 Postal Road, Suite C1, Chester, MD, 21619
Get directionsHistory
Regulatory History (1)
Criminal
October 1984Other Business ActivitiesSells Insurance
Steven is the principal of McCartin Financial Services, LLC, focusing on tax preparation, dedicating a few hours per week. He also works full-time as a financial planner for the same LLC, involved in sales/marketing of securities, investment advisory, and insurance products, and spends minimal time as a broker selling fixed annuities and non-variable insurance.
Employment History
Current Registrations
Continuum Advisory, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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