Stefan J. Contorno

VENTURE VISIONARY PARTNERS | Senior Vice Present

Bonita Springs, FL 34134

Some features on this profile are disabled

CRD#: 3244623

Professional summary

Stefan Joseph Contorno is a registered financial advisor currently at VENTURE VISIONARY PARTNERS LLC located in Bonita Springs, Florida.

Stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Stefan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 9 and Series 10 exams.

Question & Answer

What are your service offerings?

Financial planning

Executive services/Equity comp...

Trust & estate planning

Retirement planning

What is your current number of clients?

Greater than 100

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Joseph Contorno's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 1, 2026 - Present

VENTURE VISIONARY PARTNERS LLC

Office #1: 27400 Riverview Center Blvd. Suite 3, Bonita Springs, FL 34134

RIA

CRD#: 304237

Bonita Springs, FL

Past

May 19, 2014 - May 12, 2026

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BONITA SPRINGS, FL

Past

May 19, 2014 - May 12, 2026

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BONITA SPRINGS, FL

Past

October 10, 2008 - May 20, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BONITA SPRINGS, FL

Past

October 3, 2008 - May 20, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BONITA SPRINGS, FL

Past

May 1, 2008 - October 7, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FORT MYERS, FL

Past

January 5, 2004 - April 29, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FORT MYERS, FL

Past

October 1, 2000 - October 7, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FORT MYERS, FL

Past

September 15, 2000 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

July 12, 1999 - September 15, 2000

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VENTURE VISIONARY PARTNERS LLC

FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/7/2026)

IAR

Texas
(5/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/5/2013

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/9/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 5/21/2013

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 7/1/2011

General Securities Sales Supervisor - General Module Examination

Current Firm

VENTURE VISIONARY PARTNERS LLC

FINDLEY ADVISORS | VENTURE VISIONARY PARTNERS LLC

CRD#: 304237 / SEC#: 801-116835

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5520 Monroe Street Suite B, Sylvania, OH 43560

Mailing Address

Phone number

(419) 464-7401

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VENTURE VISIONARY PARTNERS LLC DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	6,322
AUM (Assets Under Management)	$ 4,363,359,457

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Steven Adelson

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Fort Myers, FL

Blake Feldmann

INTEGRATED ADVISORS NETWORK LLC

IAR

Naples, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stefan J. Contorno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Joseph Contorno's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

VENTURE VISIONARY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/28/1999

Series 63

Date: 7/19/1999

SIE

Date: 10/1/2018

Series 31

Date: 6/5/2013

Series 7

Date: 7/9/1999

Series 9

Date: 5/21/2013

Series 10

Date: 7/1/2011

Current Firm

VENTURE VISIONARY PARTNERS LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VENTURE VISIONARY PARTNERS LLC

TRUST BUT VERIFY

Contact information

Similar Advisors