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Stephen Weitzel

19 Years of Experience
Peachtree, GA
Broker

Stephen Weitzel is a registered investment advisor, based in Peachtree, GA, with 19 years of industry experience.

Location

525 Westpark Drive, Suite 100, Peachtree, GA, 30269

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stephen is a partner in Reveille Wealth Management, LLC, dedicating about a quarter to half of his time to this investment-related activity. He also has a personal investment in Dreamfield Sports LLC, but spends no time on it.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 mos
Raymond James Financial Services Advisors, INC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Morgan Stanley
October 2013 - January 2021 · 7 yrs 3 mos
Morgan StanleyBroker
October 2013 - January 2021 · 7 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2013 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2013 · 4 yrs
Banc of America Investment Services, INC.
February 2007 - October 2009 · 2 yrs 8 mos
Banc of America Investment Services, INC.Broker
February 2007 - October 2009 · 2 yrs 8 mos
State Registrations44 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Stephen Weitzel - Financial Advisor | TrueAdvisor