Warren James Stean

Employer firm

Liberty Wealth Managers CRD 322131

$59.9M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2017 → 05/2019
  Beacon Global Advisor Network, Llc
  Atlanta, GA
• 08/2017 → 05/2019
  Alexander Peter Wealth Management
  La Massana
• 11/2009 → 08/2017
  Abbey Financial Solutions
  Marbella
• 05/2019 → 03/2023
  Westfuller Advisors
  New York, NY
• 05/2019 → Present
  Atlantica Wealth, Llc
  New York, NY
• 05/2022 → Present
  Liberty Wealth Managers
  Somerset

Previous Registrations

• 2019-05-22 → 2023-03-09
  Westfuller Advisors, Llc
  New York, NY
  Escaldes
• 2018-11-20 → 2019-05-09
  Beacon Global Advisor Network, Llc
  La Massana
  Atlanta, GA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-02-05

Other Names

• Warren Sean