Huntleigh Advisors
47yrs
Top advisor by experience in Saint Louis
10yrs
Steven Willick
Full name on record: Steven Patrick Willick
Financial advisor at Raymond James & Associates
Based in Saint Louis, Missouri, Steven Willick is a fiduciary financial advisor with 10 years of industry experience. Steven joined Raymond James & Associates in 2025, after five years at Osaic Institutions and three years at Wells Fargo Advisors. Raymond James & Associates offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office9900 Clayton Rd, Saint Louis, MO 63124
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?1 state
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jul 2025 – nowRaymond James & Associates, Inc.Current firm
- 2019 – 2024Osaic Institutions, Inc.Previously
- 2016 – 2019Wells Fargo Clearing Services, LLCPreviously
Questions to ask Steven
Tailored to Steven’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Raymond James & Associates at (727) 567-1000 and ask for Steven Willick. Steven works from the Saint Louis, MO office.
How long has Steven been a financial advisor?
Steven has been in the industry since 2016, about 10 years. 10 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?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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