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Stephen Odell Dean

CLARAPHI ADVISORY NETWORK, LLC·ALISO VIEJO, California
Unclaimed Profile
120 VANTIS DRIVE, ALISO VIEJO, CA 92656CRD# 7347363Firm CRD# 165868
01

About

Stephen Odell Dean is a registered financial advisor based in ALISO VIEJO, California, affiliated with CLARAPHI ADVISORY NETWORK, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CLARAPHI ADVISORY NETWORK, LLC
CLARAPHI ADVISORY NETWORK, LLC
AUM
$383M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CLARAPHI ADVISORY NETWORK, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7347363
Firm CRD# 165868
2 disclosures on file
View on FINRA BrokerCheck →

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05

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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Jeffrey Scott Elvander — FLEXPATH STRATEGIES LLCMonique (nmn) Schulman — FLEXPATH STRATEGIES LLCVincent Joseph Giovinazzo — FLEXPATH STRATEGIES LLCNicholas Dominic Dellavedova — FLEXPATH STRATEGIES LLCLawrence Val Stawiarski — ANCHOR CAPITAL MANAGEMENT GROUP, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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