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Stephen Robert Atkinson

Northwestern Mutual Investment Services, LLC

West Palm Bch, FL

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

250 S Australian Ave Ste 1601, West Palm Bch, FL 33401 • 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
Jim Dinardo New York NY 04/2015 Present
Benjamin Feldman New York NY 04/2015 03/2026
Kevin Luchetta New York NY 04/2015 Present
Michael Schwartz New York NY 04/2015 Present
Northwestern Mutual Investment Services, Llc New York NY 05/2015 Present
Stephen Schwartz New York NY 04/2015 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 07/2015 Present
Paul Tortorella New York NY 08/2020 Present
  • 04/2015 → Present
    Jim Dinardo
    New York, NY
  • 04/2015 → 03/2026
    Benjamin Feldman
    New York, NY
  • 04/2015 → Present
    Kevin Luchetta
    New York, NY
  • 04/2015 → Present
    Michael Schwartz
    New York, NY
  • 05/2015 → Present
    Northwestern Mutual Investment Services, Llc
    New York, NY
  • 04/2015 → Present
    Stephen Schwartz
    New York, NY
  • 07/2015 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 08/2020 → Present
    Paul Tortorella
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-14
  • S66 Uniform Combined State Law Examination
    2015-07-14

View on SEC IAPD

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Other Investors

JAMES ANDREW WYLIE
GRANT DAVID COLDWELL
WILLIAM F MCKERNAN
KAREN N. HOLLOWAY
GLENN M GRAVES
Eric Nystrom
DAVID J SIEGEL
ARTHUR MARK BLICK

Other Offices

INTECH · WEST PALM BEACH, FL
GRAMERCY FUNDS MANAGEMENT LLC · WEST PALM BEACH, FL
TRUIST ADVISORY SERVICES, INC. · WEST PALM BEACH, FL
TRUIST ADVISORY SERVICES, INC. · WEST PALM BEACH, FL
WPC US GP LLC · WEST PALM BEACH, FL
IBEX WEALTH ADVISORS, LLC · WEST PALM BEACH, FL
RUGGIERO INVESTMENTS · WEST PALM BEACH, FL
MAR WEALTH MANAGEMENT SERVICES, LLC · WEST PALM BEACH, FL

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