ST
Stephen Thomas Olson
CRD 6285609
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Atlantic Wealth Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Atlantic Wealth Partners, Llc
Chief Compliance Officer · Less than 5% · Dec 2024
-
Atlantic Wealth Partners, Llc
Manager · GP / trustee / elected manager · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗