Unclaimed Profile

Steven Dewayne Garrels

BSC PRIVATE WEALTH MANAGEMENT, LLC·ELGIN, Illinois

SIE, Series 7, Series 65, Series 66Clean record18 years registeredBSC PRIVATE WEALTH MANAGEMENT, LLC

1752 CAPITAL STREET, ELGIN, IL 60124CRD# 5251697Firm CRD# 139886

Profile Verification

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

Identity

Steven Dewayne Garrels · ELGIN, IL

Registration

CRD #5251697 · BSC PRIVATE WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Sep 2025 – present

AVANTAX ADVISORY SERVICES

Oct 2019 – Sep 2025

Mc Henry, IL

1ST GLOBAL ADVISORS INC

Dec 2017 – Oct 2019

Elgin, IL

BSC PRIVATE WEALTH MANAGEMENT, LLC

Mar 2008 – Nov 2016

ELGIN, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · March 27, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLEARWATER CAPITAL ADVISORS, LLC

CRD 139886 · SEC 801-70905

AUM

$1.2B

Regulatory assets under management

Employees

2,482 client accounts

Services offered by CLEARWATER CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CLEARWATER CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Dewayne Garrels offer?

Steven Dewayne Garrels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ELGIN, Illinois for a consultation.

What are Steven Dewayne Garrels's credentials?

Steven Dewayne Garrels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Dewayne Garrels located?

Steven Dewayne Garrels is based in ELGIN, Illinois, working with BSC PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the ELGIN metropolitan area and surrounding communities.

How does Steven Dewayne Garrels charge for services?

Steven Dewayne Garrels's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BSC PRIVATE WEALTH MANAGEMENT, LLC?

BSC PRIVATE WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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