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Donald John Kendrick

STEELOAKS INVESTMENT ADVISERS, INC.·WEIRTON, West Virginia
Series 7, Series 63Clean record29 years registeredSTEELOAKS INVESTMENT ADVISERS, INC.
135 PALM DRIVE, WEIRTON, WV 26062CRD# 2277793Firm CRD# 108197

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald John Kendrick · WEIRTON, WV
Registration
CRD #2277793 · STEELOAKS INVESTMENT ADVISERS, INC. · 29 years registered
Brand Profile
Not yet started
01

Career History

STEELOAKS INVESTMENT ADVISERS, INC.
Jan 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 9, 1997
Years registered · 29
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STEELOAKS INVESTMENT ADVISERS, INC.
CRD 108197 · SEC 801-55467
AUM
$151M
Regulatory assets under management
Employees
2
277 client accounts
Services offered by STEELOAKS INVESTMENT ADVISERS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at STEELOAKS INVESTMENT ADVISERS, INC. →
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05

Frequently Asked Questions

What services does Donald John Kendrick offer?
Donald John Kendrick specializes in Investment Management, Wealth Management. Contact their office in WEIRTON, West Virginia for a consultation.
What are Donald John Kendrick's credentials?
Donald John Kendrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald John Kendrick located?
Donald John Kendrick is based in WEIRTON, West Virginia, working with STEELOAKS INVESTMENT ADVISERS, INC.. Their office serves clients in the WEIRTON metropolitan area and surrounding communities.
How does Donald John Kendrick charge for services?
Donald John Kendrick'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 STEELOAKS INVESTMENT ADVISERS, INC.?
STEELOAKS INVESTMENT ADVISERS, INC. has approximately 2 employees and manages $151M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STEELOAKS INVESTMENT ADVISERS, INC.

Michael Allen Payne
WEIRTON, WV

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in West Virginia
WHEELING (24)PARKERSBURG (15)CHARLESTON (11)HURRICANE (7)SHEPHERDSTOWN (3)HARPERS FERRY (1)MOUNDSVILLE (0)HUNTINGTON (0)
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Research
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