# STEVE ERIC WARD

STEVE ERIC WARD is an investment adviser representative (IAR) with state registration records since 2000, appearing at 6 firms. Currently registered with BELPOINTE ASSET MANAGEMENT LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BELPOINTE ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/143440) | 2022-08-19 | present | Yes |
| [IFG ADVISORY, LLC](https://search.stillhousedata.com/firm/168012) | 2017-04-05 | 2022-10-13 | — |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2016-09-01 | 2017-04-03 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2010-01-28 | 2016-12-31 | — |
| [MORGAN KEEGAN & COMPANY, LLC](https://search.stillhousedata.com/firm/4161) | 2005-03-07 | 2010-02-02 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2000-08-12 | 2005-03-23 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2237599)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2237599.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.