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Steven Andrew Tardy

Investment Adviser Representative at MCKINLEY CARTER WEALTH SERVICES, INC.

Charleston, WVCRD #5693336Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
3 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Steven Andrew Tardy has worked in the securities industry since 2016. They are registered to provide investment advisory services in Louisiana, Texas, and West Virginia.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
LouisianaTexasWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/28/2014
Series 63
Uniform Securities Agent State Law Examination
Passed 4/2/2010
SIE
Securities Industry Essentials Examination
Passed 9/10/2015
Series 7
General Securities Representative Examination
Passed 2/20/2014
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/12/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
First $500,0001.25%
$500,001 - $2,000,0001.00%
$2,000,001 - $5,000,0000.75%
$5,000,001 - $10,000,0000.50%
$10,000,001+0.40%
Above $25,000,0000.00%
Source

Mckinley Carter Wealth Services, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MCKINLEY CARTER WEALTH SERVICES, INC.Current
12/22/2017Charleston, WV
PNC INVESTMENTS
3/24/20159/10/2015Forest City, NC
UNITED BROKERAGE SERVICES INC
4/7/20144/10/2015Charleston, WV

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Andrew Tardy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Steven Andrew Tardy - Financial Advisor in Charleston, WV | AdvisorFinder