Steven Gregory Price
Investment Adviser Representative at SAN BLAS Advisory, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steven Gregory Price is an investment adviser representative in St. Petersburg, FL, currently registered with SB Advisory, LLC and SAN BLAS Advisory, Inc. They have worked in the securities industry since 2018 and were previously registered with CL Wealth Management LLC. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
1 state or territory
Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James FinancialSep 2016 – Sep 2020Saint Petersburg, FL
- Cabot Lodge Securities LLCNov 2020 – Feb 2026New York, NY
- CL Wealth Management LLCNov 2020 – Feb 2026New York, NY
- San Blas Securities LLCFeb 2026 – no end date reportedChicago, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SAN BLAS Advisory, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Up to $1 Million2.00%
- $1 Million up to $2 Million1.75%
- $2 Million up to $5 Million1.50%
- $5 Million up to $10 Million1.25%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning, Retirement Planning, Wealth Management, Insurance Planning, Financial Education Courses (Coming Soon), and financial wellness resources including 'Transitions with Robert & Hyacinth' and 'The Understanding Money Show'.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Atlanta, GA
- SEC file number:
- 801-136018
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 25, 2026
View full firm profileOther advisors at SAN BLAS Advisory, Inc.
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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 Gregory Price 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.
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