Unclaimed Profile

Stephen Lucian Schweich

CREDO CAPITAL MANAGEMENT, LLC·BALTIMORE, Maryland

Clean recordCREDO CAPITAL MANAGEMENT, LLC

225 E. REDWOOD STREET, BALTIMORE, MD 21202CRD# 1446668Firm CRD# 131535

Profile Verification

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

Identity

Stephen Lucian Schweich · BALTIMORE, MD

Registration

CRD #1446668 · CREDO CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen Lucian Schweich is a registered financial advisor based in BALTIMORE, Maryland, affiliated with CREDO CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Fee-Only Advisory

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

CREDO CAPITAL MANAGEMENT, LLC

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CREDO CAPITAL MANAGEMENT, LLC →

Services

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1446668

Firm CRD# 131535

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Lucian Schweich offer?

Stephen Lucian Schweich specializes in Wealth Management, Fee-Only Advisory. Contact their office in BALTIMORE, Maryland for a consultation.

What are Stephen Lucian Schweich's credentials?

Stephen Lucian Schweich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Lucian Schweich located?

Stephen Lucian Schweich is based in BALTIMORE, Maryland, working with CREDO CAPITAL MANAGEMENT, LLC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Stephen Lucian Schweich charge for services?

Stephen Lucian Schweich'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 CREDO CAPITAL MANAGEMENT, LLC?

CREDO CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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