Steven Price has been an investment adviser representative at San Blas Advisory since March 2026, and is not listed among the firm’s executive officers or direct owners.
San Blas Advisory, Inc. is an Atlanta, GA firm with $219M under management, 665 clients and 9 advisers across 5 offices, as of its August 2026 filing.
Steven Price’s longest registration was 5 years at CL Wealth Management LLC (2020–2026). Before joining San Blas Advisory in 2026, Steven Price was registered through CL Wealth Management LLC.
- San Blas Advisory, Inc.Current– present · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 296929
- SB Advisory, LLCAlso current– present · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 154680
- CL Wealth Management LLC– · 5 yearsSaint Petersburg, FL · Adviser representative · Firm CRD 134922
Investment adviser representative registrations
Steven Price is registered as an investment adviser representative in Florida, since March 2026.
- FloridaSince 17 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 53 | Municipal Securities Principal Examination | 8 September 2021 |
| Series 52TO | Municipal Securities Representative Examination | 24 January 2021 |
| Series 4 | Registered Options Principal Examination | 28 December 2020 |
| Series 66 | Uniform Combined State Law Examination | 8 September 2020 |
| Series 24 | General Securities Principal Examination | 19 January 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 19 June 2018 |
- Name
- Municipal Securities Principal Examination
- Name
- Municipal Securities Representative Examination
- Name
- Registered Options Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Gregory Price
- CRD
- 6494690
- Firm
- San Blas Advisory · CRD 296929
- Office
- St. Petersburg, FL
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Steven Price work?
Steven Price is an investment adviser representative registered through San Blas Advisory, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Steven Price a financial advisor?
Yes. Steven Price has a current investment-adviser registration in Florida, through San Blas Advisory since March 2026.
How many years of experience does Steven Price have?
Steven Price has 8 years in the financial industry, since July 2018, across 3 adviser firms.
What exams has Steven Price passed?
Steven Price has passed 6 licensing exams: the Series 7, Series 24, Series 66, Series 4, Series 52TO and Series 53. The earliest, the Series 7, was passed in June 2018. FINRA credited Steven Price with the SIE, which began in October 2018.
Where did Steven Price work before San Blas Advisory?
Before San Blas Advisory, Steven Price was registered through CL Wealth Management LLC, November 2020 to March 2026.
Where is Steven Price based?
Steven Price’s registered office is in St. Petersburg, FL.
Is Steven Price registered with FINRA?
Yes. Steven Price has a current broker registration, under CRD 6494690.
Source: FINRA BrokerCheck
How can I verify Steven Price’s record?
Search CRD 6494690 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Steven Price’s full registration record.