# Stephen Thomas Satterlee

Stephen Thomas Satterlee is an investment adviser representative (IAR) with state registration records since 2009, appearing at 4 firms. Currently registered with LIVE OAK WEALTH MANAGEMENT, LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LIVE OAK WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/306225) | 2020-02-03 | present | Yes |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2011-11-29 | 2020-02-03 | — |
| [WALNUT STREET SECURITIES, INC.](https://search.stillhousedata.com/firm/15840) | 2010-02-11 | 2011-12-05 | — |
| [LIVE OAK ADVISORY GROUP, LLC](https://search.stillhousedata.com/firm/118355) | 2009-10-14 | 2010-01-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2285689)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2285689.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.