Best Investors Account Sign in
Inactive

Stephen Shane Overstreet

Financial Planning Office Of Stephen Overstreet, P.A.

Winter Park, FL

CRD 2865970

Claim This Profile
Employer firm

Financial Planning Office Of Stephen Overstreet, P.a. CRD 141636

$39.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Planning Office Of Stephen Overstreet, P.A.

Winter Park, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2002-01-02
  • FL RA
    APPROVED
    Since 2002-01-02

Branch Locations

Winter Park, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Planning Office Of Stephen Overstreet Winter Springs FL 06/1996 Present
  • 06/1996 → Present
    Financial Planning Office Of Stephen Overstreet
    Winter Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-05
  • S65 Uniform Investment Adviser Law Examination
    1997-03-05
Designations
  • Certified Financial Planner
Other Names
  • Stephen Overstreet

View on SEC IAPD

More in Winter Park, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor