Stephen M. Trojan
Professional summary
Stephen M Trojan is a registered financial advisor currently at FLATIRON WEALTH ADVISORS, LLC located in Henrico, Virginia.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephen has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephen M Trojan's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2022 - Present
FLATIRON WEALTH ADVISORS, LLC
January 20, 2017 - October 19, 2018
BARRETT WEALTH CONNECTION LLC
October 7, 2008 - February 3, 2017
AVANTAX ADVISORY SERVICES
November 14, 2005 - February 3, 2017
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2023)
(2/23/2022)
Exams
Current Firm
FLATIRON WEALTH ADVISORS, LLC
CRD#: 318513 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 1,207,459 |
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.
