Claim Profile
DS

David Norman Stedman

ASSIDUOUS STRATEGIC INVESTMENTS, LLC·CHARLOTTE, North Carolina
Unclaimed Profile
201 SOUTH COLLEGE ST, CHARLOTTE, NC 28244CRD# 2407910Firm CRD# 157151
01

About

David Norman Stedman is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with ASSIDUOUS STRATEGIC INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ASSIDUOUS STRATEGIC INVESTMENTS, LLC
ASSIDUOUS STRATEGIC INVESTMENTS, LLC
AUM
$3.4B
Regulatory assets under management
Employees
1
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2407910
Firm CRD# 157151
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Norman Stedman offer?
David Norman Stedman specializes in Retirement Planning. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are David Norman Stedman's credentials?
David Norman Stedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Norman Stedman located?
David Norman Stedman is based in CHARLOTTE, North Carolina, working with ASSIDUOUS STRATEGIC INVESTMENTS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does David Norman Stedman charge for services?
David Norman Stedman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSIDUOUS STRATEGIC INVESTMENTS, LLC?
ASSIDUOUS STRATEGIC INVESTMENTS, LLC has approximately 1 employees and manages $3.4B 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 →
Browse by specialty