Stephen Akin, 40 Years In Wall Street
- Stephen H Akin
- Sep 22
- 2 min read
Updated: Oct 19
Stephen Herbert Akin Celebrating 40 years as a (FINRA) Financial Industry Regulatory Authority registered investment professional.
Stephen Akin is a financial professional with 40 years of experience on Wall Street, reaching this milestone in September 2025 as the founder and investment advisor representative at Akin Investments, LLC, Charleston, South Carolina.
He began his career in the early 1980s, working with major firms, and has since built a reputation for offering independent, fiduciary investment advice and wealth management services. Over the years, he has been featured as a financial expert in various media outlets such as Fox News, Bankrate.com, Forbes, Fortune, and US News, and has shared his views on wealth management and day trading through television interviews, radio, and podcasts.
Professional Biography
Founder of Akin Investments LLC (Charleston, SC), serving clients since January 2016 in a fiduciary investment adviser capacity.
Offers truly unbiased and independent financial advice, prioritizing the best interests of his clients in all advisory engagements.
Began his Wall Street career in the mid-1980s, holding significant roles such as Registered Representative at UBS (1985–1987) and Morgan Stanley Dean Witter (1987–2014), where he specialized as an account executive, financial planning, and portfolio management.
Qualifications
Registered as an Investment Adviser Representative; his credentials can be verified via BrokerCheck (CRD #1104380) and the Akin Investments firm (CRD #281450).
Extensive experience in investment portfolio design, retirement and education planning, estate planning, active portfolio management, RMD advice, and structured settlement consulting.
Strong regulatory compliance background due to longstanding industry experience across major financial institutions.
Ongoing commitment to fiduciary standards—does not accept endorsement testimonials per SEC and FINRA regulations, emphasizing professional ethics and compliance.
Akin Investments CRD #281450
Stephen H. Akin’s biography and qualifications reflect a career distinguished by independent advisory expertise, client-centered service, and a comprehensive understanding of investment, planning, and regulatory practice.
Professional Services
His practice at Akin Investments is focused on tailored, independent advice for individuals, small businesses, and nonprofits—covering areas such as:
Bespoke wealth management
Financial and estate planning
Portfolio management
Retirement plans including 401(k), 403(b), and IRA rollovers
Akin emphasizes education on financial markets and provides guidance without selling products or taking custody of assets, positioning his firm as a source of unbiased, expert financial advice.
Asset and Cash Management Solutions
Wealth Management
401(k) Rollovers
Alternative Investments
Endowments and Foundations
Estate Planning Strategies
Executive Financial Services
Financial Planning
Philanthropic Management
Retirement Planning
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