Joseph
Auday
Steelpeak Wealth, LLC
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About this Advisor
Joseph Auday is a financial advisor based in Beverly Hills, California, working with Steelpeak Wealth, LLC. Joseph has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Seacrest Wealth Management, LLC, and Steel Peak Wealth Management, LLC. Joseph has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and California. Currently, Joseph is part of Steelpeak Wealth, LLC, which operates out of Beverly Hills, California. The firm has 9 offices and 46 employees. The firm manages assets totaling $2.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Steelpeak Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steelpeak Wealth, LLC Brokerage Details
$2,535,311,796
46
7,094
$357,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Auday Work History
Steel Peak Wealth Management, LLC
Steel Peak Wealth Management, LLC
Seacrest Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Disclosures
Please visit the SEC profile of Joseph Auday to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steelpeak Wealth, LLC
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
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