Unclaimed Profile

Stephen John Taddei Aka Taddie

STELLAR CAPITAL MANAGEMENT LLC·PHOENIX, Arizona

Series 3, Series 5, Series 7, Series 8, Series 15, Series 63, Series 65Clean record26 years registeredSTELLAR CAPITAL MANAGEMENT LLC

2200 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 1358566Firm CRD# 109415

Profile Verification

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

Identity

Stephen John Taddei Aka Taddie · PHOENIX, AZ

Registration

CRD #1358566 · STELLAR CAPITAL MANAGEMENT LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STELLAR CAPITAL MANAGEMENT LLC

FOCUS PARTNERS WEALTH, LLC

Sep 2024 – May 2026

Phoenix, AZ

HOYLECOHEN, LLC

Jan 2021 – Nov 2024

PHOENIX, AZ

STELLAR CAPITAL MANAGEMENT LLC

Jul 2000 – Oct 2020

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

Series 3

Series 5

Series 7

Series 8

Series 15

Series 63

Series 65

Registration record

First registered · July 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STELLAR CAPITAL MANAGEMENT LLC

CRD 109415 · SEC 801-57690

AUM

$408M

Regulatory assets under management

Employees

574 client accounts

Services offered by STELLAR CAPITAL MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STELLAR CAPITAL MANAGEMENT LLC →

Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

Browse PHOENIX Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen John Taddei Aka Taddie offer?

Stephen John Taddei Aka Taddie specializes in Investment Management, Wealth Management.

What are Stephen John Taddei Aka Taddie's credentials?

Stephen John Taddei Aka Taddie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen John Taddei Aka Taddie located?

Stephen John Taddei Aka Taddie is based in PHOENIX, Arizona, last registered with STELLAR CAPITAL MANAGEMENT LLC.

How does Stephen John Taddei Aka Taddie charge for services?

Stephen John Taddei Aka Taddie's firm is compensated through percentage of aum, hourly charges, other: negotiated project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STELLAR CAPITAL MANAGEMENT LLC?

STELLAR CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →