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SC

Stephan A. Colglazier

SHARP FINANCIAL
Fernandina Beach, FL
Some features on this profile are disabled
CRD#: 4994738
SC

Professional summary

Stephan Allan Colglazier is a registered financial advisor currently at SHARP FINANCIAL located in Fernandina Beach, Florida.

Stephan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephan has worked at 2 firms .

top-8-questions

Question & Answer

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 Stephan Allan Colglazier'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

February 4, 2022 - Present

SHARP FINANCIAL

RIA
CRD#: 289325
Fernandina Beach, FL
Past

July 20, 2005 - December 31, 2011

KELLER PARTNERS, LLC

RIA
CRD#: 134016
CALABASAS, CA

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".
SF
SHARP FINANCIAL
SHARP FINANCIAL | THE SHARP FINANCIAL GROUP | SHARP WEALTH ADVISORY, LLC | SHARP FINANCIAL SERVICES, LLC | SHARP FINANCIAL GROUP

CRD#: 289325 / SEC#: 801-111775

RIA
Registered Investment Advisory firm - (10/3/2017 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
(2/4/2022)

Exams

Current Firm

SF
SHARP FINANCIAL
SHARP FINANCIAL | THE SHARP FINANCIAL GROUP | SHARP WEALTH ADVISORY, LLC | SHARP FINANCIAL SERVICES, LLC | SHARP FINANCIAL GROUP

CRD#: 289325 / SEC#: 801-111775

RIA
Registered Investment Advisory firm - (10/3/2017 Approved)
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Contact information

Main Address
100 Tournament Drive Suite 310, Horsham, PA 19044
Mailing Address
Phone number
(215) 659-2130
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SHARP FINANCIAL SERVICES DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT, WRAP FEE BROCHURE AND PRIVACY POLICY (3/18/2025)

Regulatory assets under management

Total Number of Accounts430
AUM (Assets Under Management)$ 391,897,821

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.

Company Information

SHARP FINANCIAL

CRD#: 289325Fernandina Beach, FL

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