Best Investors
Account
Sign in
Best Investors
Account
Sign in
1185 Avenue Of The Americas 3Rd Floor, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-15 |
Branch Locations
2 Bailey Hill Castle Cary, Somerset BA7 7AD • United Kingdom
1185 Avenue Of The Americas 3Rd Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Global Advisor Network, Llc | Atlanta | GA | 08/2017 | 05/2019 |
| Alexander Peter Wealth Management | La Massana | 08/2017 | 05/2019 | |
| Abbey Financial Solutions | Marbella | 11/2009 | 08/2017 | |
| Westfuller Advisors | New York | NY | 05/2019 | 03/2023 |
| Atlantica Wealth, Llc | New York | NY | 05/2019 | Present |
| Liberty Wealth Managers | Somerset | 05/2022 | Present |
Warren is a founder and a director of Atlantica Wealth, LLC. Founded in March 2019; Atlantica Wealth, LLC provides financial consultancy services for global UK ex-patriots. Mr. Stean expends approximately 80 hours per month in his role with Atlantica Wealth, LLC. In his capacity as a director of Atlantica Wealth, LLC, Mr. Stean principally serves as a business developer for investment advisory services in the United States to Liberty Wealth Managers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-05 |
Reach out to this advisor