Unclaimed Profile

Margaret C Dunn

STEADMONT ADVISORS, LLC·VESTAVIA HILLS, Alabama

SIE, Series 7, Series 63, Series 65Clean record23 years registeredSTEADMONT ADVISORS, LLC

2081 COLUMBIANA ROAD, VESTAVIA HILLS, AL 35216CRD# 3029700Firm CRD# 328882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret C Dunn · VESTAVIA HILLS, AL

Registration

CRD #3029700 · STEADMONT ADVISORS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

STEADMONT ADVISORS, LLC

Jan 2024 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2009 – Jan 2024

BIRMINGHAM, AL

WELLS FARGO ADVISORS, LLC

Nov 2002 – Jul 2009

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 6, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEADMONT ADVISORS, LLC

CRD 328882 · SEC 801-129271

AUM

$308M

Regulatory assets under management

Employees

1,030 client accounts

Services offered by STEADMONT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STEADMONT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Margaret C Dunn offer?

Margaret C Dunn specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in VESTAVIA HILLS, Alabama for a consultation.

What are Margaret C Dunn's credentials?

Margaret C Dunn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret C Dunn located?

Margaret C Dunn is based in VESTAVIA HILLS, Alabama, working with STEADMONT ADVISORS, LLC. Their office serves clients in the VESTAVIA HILLS metropolitan area and surrounding communities.

How does Margaret C Dunn charge for services?

Margaret C Dunn's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEADMONT ADVISORS, LLC?

STEADMONT ADVISORS, LLC has approximately 4 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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