Steven Cecil is a registered investment advisor at Newedge Advisors, based in Sarasota, FL, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2M+ | 1.75% |
Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.
Fee Estimator
Location
5674 Marquesas Circle, Sarasota, FL, 34233
Get directionsHistory
Regulatory History (2)
Financial
January 2019Financial
December 2016Employment History
Current Registrations
Newedge Advisors
Previous Registrations
Mid Atlantic Financial Management, INC.
USAA Investment Management Company
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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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