Stefan Whitwell, financial advisor New York NY

Stefan Whitwell

CRD Number: 2794913
Current Firm: Compound Planning

Stefan Whitwell (CRD# 2794913) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Atomi Dba Alternativ Wealth Irvine, CA Jul 2022 - Current 1
Whitwell & Company, LLC Austin, TX Feb 2021 - Current 3
Belpointe Asset Management, LLC Reno, NV Feb 2021 - Jul 2022 1
National Wealth Partners, LLC Austin, TX Aug 2017 - Mar 2021 3
Team Funding Solutions Austin, TX Jun 2017 - Dec 2019 2
Covenant Multi-family Offices, LLC San Antonio, TX Nov 2014 - May 2017 2
Watchful Software Austin, TX Sep 2014 - Nov 2014 < 1
Empirical Solutions, LLC Austin, TX Jan 2010 - Nov 2014 4
Ameriprise Financial Services Inc. San Antonio, TX Jun 2014 - Sep 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Stefan Whitwell
Phone Number: 888-533-9364
Registered State(s):
  • AK
  • IL
  • IN
  • NY
  • OH
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,123
    MILLIONS
  • Total Number of Accounts
    4,149
    ACCOUNTS
  • Average Account Value
    $270,612
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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