Unclaimed Profile

Steven Patrick Given

SMITH SHELLNUT WILSON LLC·MADISON, Mississippi

Clean recordSMITH SHELLNUT WILSON LLC

150 FOUNTAINS BLVD, MADISON, MS 39110CRD# 5758987Firm CRD# 106235

Profile Verification

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

Identity

Steven Patrick Given · MADISON, MS

Registration

CRD #5758987 · SMITH SHELLNUT WILSON LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Patrick Given is a registered financial advisor based in MADISON, Mississippi, affiliated with SMITH SHELLNUT WILSON LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Financial Education

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SMITH SHELLNUT WILSON LLC

SMITH SHELLNUT WILSON

AUM

$7.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SMITH SHELLNUT WILSON LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Educational seminars/workshops

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5758987

Firm CRD# 106235

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Patrick Given offer?

Steven Patrick Given specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in MADISON, Mississippi for a consultation.

What are Steven Patrick Given's credentials?

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

Where is Steven Patrick Given located?

Steven Patrick Given is based in MADISON, Mississippi, working with SMITH SHELLNUT WILSON LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.

How does Steven Patrick Given charge for services?

Steven Patrick Given'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 SMITH SHELLNUT WILSON LLC?

SMITH SHELLNUT WILSON LLC has approximately 16 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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