Steven Laska, financial advisor Raleigh NC

Steven Laska

CRD Number: 2559407
Current Firm: Cwm, LLC
Compensation Model: Fee Only

Steven Laska (CRD# 2559407) is an Investment Advisor Representative working at Visionquest Wealth Management, LLC in Raleigh, NC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Carson Wealth Winter Park, FL Jan 2024 - Current < 1
Cwm, LLC Omaha, NE Jun 2021 - Current 2
Cor Leonis Consulting Orlando, FL Jan 2018 - Current 6
Carson Group Holdings, LLC Omaha, NE Jun 2019 - Dec 2023 4
Hodges Capital Management Inc. Dallas, TX Nov 2019 - Feb 2020 < 1
Dgs Capital Management Raleigh, NC Apr 2018 - Dec 2019 1
Cipperman Compliance Services LLC Wayne, PA May 2017 - Dec 2017 < 1
Visionquest Wealth Management, LLC Raleigh, NC Jan 2014 - May 2017 3
Gfa Securities, LLC New York, NY Jun 2012 - Jan 2015 2
Gertsein Fisher New York, NY Jun 2012 - Jan 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Jul 2015
Contact Info for Steven M. Laska
By the Numbers
  • Total Assets Under Management
    19,944
    MILLIONS
  • Total Number of Accounts
    96,956
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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