Stephan Zehner
CRD Number: 6526012Current Firm: Atticus Wealth Management
Compensation Model: Fee Only
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atticus Wealth Management | Atlanta, GA | Jan 2021 - Current | 3 |
| Castle Wealth Management | West Palm Beach, FL | Dec 2018 - Dec 2020 | 2 |
| Pfs Advisors Dba Castle Wealth Management | West Palm Beach, FL | Feb 2016 - Dec 2018 | 2 |
| Northwestern Mutual | Orlando, FL | Aug 2015 - Dec 2015 | < 1 |
| Full Time Education | Jupiter, FL | Aug 2006 - Dec 2015 | 9 |
| Bartolf Wealth Management | Palm Beach Gardens, FL | May 2015 - Aug 2015 | < 1 |
| Townepark | Orlando, FL | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
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Total Assets Under Management370MILLIONS
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Total Number of Accounts697ACCOUNTS
-
Average Account Value$530,998
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, LA, MI, NC, NY, OH, SC, TX
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