OUR TEAM
Resources
News & Insights
Client Login
- My Client Portal
- FIDELITY LOGIN
Contact Us

NEWS & INSIGHTS

Wirehouse veterans launch firm for ‘millionaire next door’ with Dynasty, Fidelity

Financial advisor trio previously managed $420M at Merrill Lynch.

01-17-2024

OUR TEAM
Resources
FAQs
Contact Us

Linkedin
instagram
fb
twitter
youtube

Privacy Policy
FORM CRS

© 2025 STEADMONT ADVISORS

Steadmont Advisors, LLC (SA) is an SEC registered investment adviser located in Vestavia Hills, Alabama. Registration as an investment adviser does not imply a certain level of skill or training. The publication of SA’s web site on the internet should not be construed by any consumer or prospective client as SA’s solicitation or attempt to affect transactions insecurities, or the rendering of personalized investment advice over the internet. This communication contains certain statements that indicate future possibilities. These statements are aspirational and SA does not guarantee any success in the services it provides. As such, there is no guarantee that any views and opinions expressed herein will come to pass.Investing involves risk of loss including loss of principal. Past investment performance is not a guarantee or predictor of future investment performance.

A copy of SA’s current written disclosure statement as set forth on Form ADV, discussing SA’s business operations, services, and fees is available from SA upon written request or through the SEC’s Investment Adviser Public Disclosure site at www.adviserinfo.sec.gov. SA does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE ORANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.