Wade Steyn

Firm: Wade Steyn Works Independently

  • steynwade@gmail.com
  • 503 409 7734
  • Years Of Experience
  • 20
  • Years At Current Firm
  • 7
  • Certifications
  • Undisclosed
  • Disclosure Obtained From SEC
  • 0
  • Team Size
  • 12
  • Team Assets
  • $2 Billion

What should I know about Wade Steyn?

Wade Steyn hails from Cape Town South Africa with a characteristic accent. He resides in Boston Massachusetts, lives a life marked by integrity, dedication and service to others. A respected financial advisor, he has collaborated with several top firms in the country like Fidelity investments, Goldman Sachs and others bringing a wealth of international expertise and playing a pivotal role in helping clients to achieve their financial goals.

Wade Steyn Personal Background

Outside the world of finance Wade finds joy in family moments. He relocated to the United States several years ago. He is divorced and a proud father of two sons Luke (24) and Larry (28). A versatile individual he also channels his creativity through writing, staying active and helping out in his local community.

What does Wade Steyn Specialize in?

Find a financial advisor who specializes in the area of expertise you require. It's important to find an advisor who can help you approach your personal and financial goals in addition of any unique situations you may have.

  • Significant wealth brings complexity, every significant financial decision you make affects your business and family. Navigating that complexity requires someone with deep knowledge, support that can simplify the options and give you actionable steps. Wade believes that he can improve the lives of his client, how he goes about it is unique in each case. But in every case his goal is to see his client achieve their goal. Whether you’re just starting out in your investment journey or you’re already a seasoned investor looking to add more value to your strategy. He’s going to be there to hand hold you through the process. He has a proven track record of teaching and mentoring clients, empowering them to make smart decisions. His ultimate goal is to see all of his client win in the financial space.

More about Wade Steyn

Data obtained from U.S. Securities and Exchange Commission updated as of 04/25/2025

Disclosure Events

  • This advisor has no disclosure filings

Data obtained from U.S. Securities and Exchange Commission. When financial advisors have events in their practice that could influence their ability to advise clients, they’re required to disclose those events to regulators. Such disclosure event filings can include certain criminal and civil matters, regulatory actions against them, customer complaints or instances of arbitration or termination of employment. The existence of such filings may not result in censure or penalty for an advisor and customer complaints against advisors may be frivolous. Also, such filings may not represent all regulatory or legal actions against a firm or advisor.

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