Steven
Tardy
Mckinley Carter Wealth Services, Inc
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About this Advisor
Steven Tardy is a chartered financial consultant working out of Charleston, West Virginia with 6 years of industry experience. Tardy works at Mckinley Carter Wealth Services, Inc. During their career, Tardy has held roles at Nothwesten Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, United Brokerage Services Inc, United Bank, Pnc Investments, Teays Valley Insurance, LLC and Mckinley Carter Wealth Services, Inc. Tardy has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in West Virginia. Mckinley Carter Wealth Services, Inc is a company operating out of Wheeling, WV. The company has offices in six locations and a total of 56 employees. It oversees $2 billion in assets between its 5,262 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 34 charitable organizations. Of its 5,262 accounts, 26% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees largely vary depending on the services offered. However, fees billed by Mckinley Carter Wealth Services, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mckinley Carter Wealth Services, Inc Brokerage Details
$1,904,927,360
56
5,262
$362,016
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Steven Tardy Work History
Steven has been registered as a financial advisor for 6 years.*
Mckinley Carter Wealth Services, Inc
Pnc Investments
Teays Valley Insurance, LLC
United Brokerage Services Inc
United Bank
Northwestern Mutual Investment Services, LLC
Nothwesten Mutual Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Tardy 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 Mckinley Carter Wealth Services, Inc
Wheeling, WV
Charleston, WV
Wheeling, WV
Wheeling, WV
Wheeling, WV
Wexford, PA
Wheeling, WV
Wheeling, WV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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