Steven Andrew Shak is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2025-03-05 | present | Yes |
| CAROLINAS WEALTH CONSULTING LLC | 2022-12-22 | 2025-07-14 | — |