ChooseAFinancialAdvisor.com
Advisors / California / Chico
14yrs

Steven Harry Cliadakis

Financial advisor at Altum Wealth Advisors

Chico, CA 95926CFP®Fiduciary advisor
Call the officeDirections

At a glance

Experience14 years (since 2012)
How that compares ?14 years in the industry
Office1074 E. Ave. Suite T1, Chico, CA 95926
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state

Services through Altum Wealth Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Combined State Law Examination

Career

  1. 2019 – now
    Altum Wealth AdvisorsCurrent firm
  2. 2013 – 2019
    First Allied Advisory Services, Inc.Previously

Questions to ask Steven

Tailored to Steven’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Steven

How do I contact Steven?

Call Altum Wealth Advisors at 530-924-0110 and ask for Steven Harry Cliadakis. Steven works from the Chico, CA office.

How long has Steven been a financial advisor?

Steven has been in the industry since 2012, about 14 years. 14 years in the industry.

What licenses does Steven hold?

Series 66. Tap any license on this page to see what it allows.

Is Steven a fiduciary?

Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Steven paid?

Altum Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Steven for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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