Investment adviser representative · Apella Wealth
Steven B. Kingsley
CRD 6891466 · Mt. Pleasant, SC
At a glance
Steven B. Kingsley is an investment adviser representative with Apella Wealth in Mt. Pleasant, SC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2017, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Apella WealthSince September 2026Mt. Pleasant, SC · $11B in regulatory assets
- Kingsley FinancialSince April 2024Mount Pleasant, SC · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.