Unclaimed Profile

Stephen Thomas Olson

ATLANTIC WEALTH PARTNERS, LLC·JUPITER, Florida

SIE, Series 6, Series 63, Series 65CFPClean record12 years registeredATLANTIC WEALTH PARTNERS, LLC

759 PARKWAY STREET, JUPITER, FL 33477CRD# 6285609Firm CRD# 289440

Profile Verification

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

Identity

Stephen Thomas Olson · JUPITER, FL

Registration

CRD #6285609 · ATLANTIC WEALTH PARTNERS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

ATLANTIC WEALTH PARTNERS, LLC

Dec 2017 – present

MONSTRO PCFO, LLC

Oct 2018 – Aug 2021

Jupiter, FL

GWN SECURITIES INC.

Feb 2014 – Dec 2017

JUPITER, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · February 27, 2014

Years registered · 12

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATLANTIC WEALTH PARTNERS, LLC

CRD 289440 · SEC 801-118353

AUM

$228M

Regulatory assets under management

Employees

2,067 client accounts

Services offered by ATLANTIC WEALTH PARTNERS, 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 ATLANTIC WEALTH PARTNERS, LLC →

Introduction

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JUPITER?

Browse all registered financial advisors in JUPITER, Florida or claim this profile if it's yours.

Browse JUPITER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Thomas Olson offer?

Stephen Thomas Olson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in JUPITER, Florida for a consultation.

What are Stephen Thomas Olson's credentials?

Stephen Thomas Olson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stephen Thomas Olson located?

Stephen Thomas Olson is based in JUPITER, Florida, working with ATLANTIC WEALTH PARTNERS, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does Stephen Thomas Olson charge for services?

Stephen Thomas Olson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATLANTIC WEALTH PARTNERS, LLC?

ATLANTIC WEALTH PARTNERS, LLC has approximately 3 employees and manages $228M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →