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Steven Harry Cliadakis

BAY CLIADAKIS & ASSOCIATES, LLC·CHICO, California
SIE, Series 7, Series 66CFPClean record12 years registeredBAY CLIADAKIS & ASSOCIATES, LLC
1074 E. AVE. SUITE T1, CHICO, CA 95926CRD# 6101428Firm CRD# 301214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Harry Cliadakis · CHICO, CA
Registration
CRD #6101428 · BAY CLIADAKIS & ASSOCIATES, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

ALTUM WEALTH ADVISORS
May 2019 – present
FIRST ALLIED ADVISORY SERVICES, INC.
Aug 2013 – May 2019
CHICO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 21, 2013
Years registered · 12
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BAY CLIADAKIS & ASSOCIATES, LLC
CRD 301214 · SEC 801-115297
AUM
$49M
Regulatory assets under management
Employees
3
202 client accounts
Services offered by BAY CLIADAKIS & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BAY CLIADAKIS & ASSOCIATES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Steven Harry Cliadakis offer?
Steven Harry Cliadakis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICO, California for a consultation.
What are Steven Harry Cliadakis's credentials?
Steven Harry Cliadakis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Steven Harry Cliadakis located?
Steven Harry Cliadakis is based in CHICO, California, working with BAY CLIADAKIS & ASSOCIATES, LLC. Their office serves clients in the CHICO metropolitan area and surrounding communities.
How does Steven Harry Cliadakis charge for services?
Steven Harry Cliadakis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAY CLIADAKIS & ASSOCIATES, LLC?
BAY CLIADAKIS & ASSOCIATES, LLC has approximately 3 employees and manages $49M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BAY CLIADAKIS & ASSOCIATES, LLC

Miste Lee Cliadakis
CHICO, CA

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