Best Investors Account Sign in
Inactive

Stephan William Zehner

Atticus Wealth Management

Palm Beach Gardens, FL

Lake Worth, FL

Claim This Profile
Current Employers
Atticus Wealth Management

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-28
FL RA APPROVED 2021-01-19
  • TX RA
    APPROVED
    Since 2025-02-28
  • FL RA
    APPROVED
    Since 2021-01-19

Branch Locations

11380 Prosperity Farms Road Suite 201, Palm Beach Gardens, FL 33410 • United States

Lake Worth, 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
Pfs Advisors Dba Castle Wealth Management West Palm Beach FL 02/2016 12/2018
Castle Wealth Management West Palm Beach FL 12/2018 12/2020
Atticus Wealth Management Palm Beach Gardens FL 01/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-16
  • S65 Uniform Investment Adviser Law Examination
    2016-11-16
Designations

View on SEC IAPD

Other Firms

WIN ADVISORS, INC
MONEY CONCEPTS ADVISORY SERVICE
GWN SECURITIES INC.
INDEPENDENT FINANCIAL PARTNERS
DAKOTA WEALTH, LLC
ZACHARY FINANCIAL CONSULTANTS LLC
BLUE LINE CAPITAL ADVISORS
FIFTH THIRD SECURITIES, INC.

Other Investors

Michael Daniel Wentland
Scott Nolan Steiner
Randy Steven Christophel
Douglas William Boy
Jamie Hodges Taber
Kathryn Leigh Wood
William Kenneth Young Terry
Jerry Thomas Mayes

Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL

More in Palm Beach Gardens, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor