Unclaimed Profile

Stephen Condon Peters

VISIONQUEST WEALTH MANAGEMENT, LLC·RALEIGH, North Carolina

Series 7, Series 63, Series 6521 years registeredVISIONQUEST WEALTH MANAGEMENT, LLC

112 E. HARGETT STREET, RALEIGH, NC 27601CRD# 4273459Firm CRD# 135581

Profile Verification

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

Identity

Stephen Condon Peters · RALEIGH, NC

Registration

CRD #4273459 · VISIONQUEST WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISIONQUEST WEALTH MANAGEMENT, LLC

VISIONQUEST WEALTH MANAGEMENT, LLC

Aug 2005 – Dec 2017

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 12, 2005

Years registered · 21

Disclosure History

2020Regulatory·Final

2017Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VISIONQUEST WEALTH MANAGEMENT, LLC

CRD 135581 · SEC 801-107528

AUM

$175M

Regulatory assets under management

Employees

1,032 client accounts

Services offered by VISIONQUEST WEALTH MANAGEMENT, 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 VISIONQUEST WEALTH MANAGEMENT, 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 RALEIGH?

Browse all registered financial advisors in RALEIGH, North Carolina or claim this profile if it's yours.

Browse RALEIGH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Condon Peters offer?

Stephen Condon Peters specializes in Financial Planning, Investment Management.

What are Stephen Condon Peters's credentials?

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

Where is Stephen Condon Peters located?

Stephen Condon Peters is based in RALEIGH, North Carolina, last registered with VISIONQUEST WEALTH MANAGEMENT, LLC.

How does Stephen Condon Peters charge for services?

Stephen Condon Peters'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 VISIONQUEST WEALTH MANAGEMENT, LLC?

VISIONQUEST WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $175M 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 →