Unclaimed Profile

Stephen Odell Dean

CLARAPHI ADVISORY NETWORK, LLC·ALISO VIEJO, California

Clean record5 years registeredCLARAPHI ADVISORY NETWORK, LLC

120 VANTIS DRIVE, ALISO VIEJO, CA 92656CRD# 7347363Firm CRD# 165868

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Odell Dean · ALISO VIEJO, CA

Registration

CRD #7347363 · CLARAPHI ADVISORY NETWORK, LLC · 5 years registered

Brand Profile

Not yet started

Career History

COMPOUND PLANNING, INC.

Sep 2022 – present

CLARAPHI ADVISORY NETWORK, LLC

Mar 2021 – Aug 2022

Piedmont, CA

Registrations & Exams

Registration record

First registered · March 30, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLARAPHI ADVISORY NETWORK, LLC

CRD 165868 · SEC 801-80575

AUM

$383M

Regulatory assets under management

Employees

2,422 client accounts

Services offered by CLARAPHI ADVISORY NETWORK, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLARAPHI ADVISORY NETWORK, LLC →

Introduction

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Frequently Asked Questions

What services does Stephen Odell Dean offer?

Stephen Odell Dean specializes in Financial Planning, Investment Management. Contact their office in ALISO VIEJO, California for a consultation.

What are Stephen Odell Dean's credentials?

Stephen Odell Dean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Odell Dean located?

Stephen Odell Dean is based in ALISO VIEJO, California, working with CLARAPHI ADVISORY NETWORK, LLC. Their office serves clients in the ALISO VIEJO metropolitan area and surrounding communities.

How does Stephen Odell Dean charge for services?

Stephen Odell Dean's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARAPHI ADVISORY NETWORK, LLC?

CLARAPHI ADVISORY NETWORK, LLC has approximately 8 employees and manages $383M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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