STEADY RETURNS
· CRD 166834 · IAPD ↗ · (561) 400-5970
$159.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
8States
6Disclosures
wealthSegment
ApprovedSEC status
Filing changes
42
March 2025 — STEADY RETURNS notice-filed in NY.
ComplianceMarketing & brand
44
April 2024 — STEADY RETURNS notice-filed in KS, VA.
ComplianceMarketing & brand
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.