Stephen T. Olson
ATLANTIC WEALTH PARTNERS
JUPITER, FL 33477
Some features on this profile are disabled
CRD#: 6285609
Professional summary
Stephen Thomas Olson, CFP® is a registered financial advisor currently at ATLANTIC WEALTH PARTNERS, LLC located in Jupiter, Florida.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Stephen has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
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.
1) STEPHEN T. OLSON (STEPHEN T. OLSON, INC.), REAL ESTATE LICENSE - 01/2007 TO PRESENT; POSITION: PRESIDENT; PERSONAL REAL ESTATE LICENSE - STEPHEN T. OLSON HOLDS AN ACTIVE REAL ESTATE LICENSE FOR PERSONAL USE; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 2 HOURS PER WEEK, 2 HOURS PER WEEK DURING TRADING HOURS; PERSONAL REAL ESTATE LICENSE USED FOR PERSONAL REAL ESTATE TRANSACTIONS AND RELATED BUSINESS ENTITY FOR PERSONAL REAL ESTATE TRANSACTIONS. 2) AWP INSURANCE, L.L.C. - 11/2023 TO PRESENT; POSITION: LICENSED LIFE AND HEALTH INSURANCE AGENCY; LIFE, HEALTH, AND VARIABLE ANNUITY AGENT AND PRESIDENT; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201 JUPITER, FL 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; SALE OF LIFE, HEALTH, AND VARIABLE ANNUITIES. 3) STO-RE HOLDINGS, LLC - 09/2021 TO PRESENT; PERSONAL REAL ESTATE HOLDING COMPANY; POSITION: OWNER; INVESTMENT RELATED; YES; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; OVERSIGHT AND MANAGEMENT OF PERSONAL REAL ESTATE HOLDINGS 4) OLSON WMG, LLC - 06/2017 - PRESENT; HOLDING COMPANY FOR AWP INSURANCE, LLC AND ATLANTIC WEALTH PARTNERS, LLC; POSITION: OWNER; INVESTMENT RELATED: NO; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; ENTITY FOR HOLDING INVESTMENT AND INSURANCE RELATED BUSINESSES 5) MONSTRO, INC. - 04/2021 - PRESENT; FINTECH START UP COMPANY; POSITION: FOUNDER AND CHIEF EXECUTIVE OFFICER; INVESTMENT RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; MANAGEMENT OF FINTECH SOFTWARE DEVELOPMENT COMPANY. 6) MONSTRO USA, LLC - 01/2024 - PRESENT; PAYROLL COMPANY FOR MONSTRO INC.; POSITION: AUTHORIZED SIGNER; INVESTMENT RELATED: NO; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 1 HOUR PER WEEK; 1 HOUR PER WEEK DURING TRADING HOURS; SUPERVISE PAYROLL ADMINISTRATION. 7) AWP RE GP, LLC - 08/2021 - PRESENT; GENERAL PARTNER AND MANAGER OF AWP RE FUND I, LP; POSITION: AUTHORIZED SIGNER; INVESTMENT RELATED: YES; 11231 U.S. HWY 1, #434, NORTH PALM BEACH, FLORIDA 33408; 20 HOURS PER WEEK; 5 HOURS PER WEEK DURING TRADING HOURS; OVERSIGHT AND MANAGEMENT OF AWP RE FUND I, LP REAL ESTATE PORTFOLIO. 8) VARIOUS SPECIAL PURPOSE VEHICLES AND HOLDING COMPANIES RELATED TO THE MANAGEMENT OF EQUITY AND DEBIT PORTFOLIO HELD BY AWP RE FUND I, LP (INCLUDING, WITHOUT LIMITATION, AWPRE ENCORE VIVE 2021, LLC AND AWPRE CITY CENTER 2021, LLC); POSITION: AUTHORIZED SIGNER; INVESTMENT-RELATED: YES; 759 PARKWAY STREET, SUITE 201, JUPITER, FLORIDA 33477; 5 HOURS PER WEEK, 5 HOURS PER WEEK DURING TRADING HOURS; MANAGEMENT OF EQUITY AND DEBT PORTFOLIO HELD BY AWP RE FUND I, LP.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Thomas Olson's 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®
CFP®
Start date: 2018
Experience
Current
December 7, 2017 - Present
ATLANTIC WEALTH PARTNERS, LLC
Office #1: 759 Parkway Street Suite 201, Jupiter, FL 33477RIA
CRD#: 289440
JUPITER, FL
Past
October 17, 2018 - August 2, 2021
MONSTRO PCFO, LLC
RIA
CRD#: 289439
Jupiter, FL
Past
February 27, 2014 - December 5, 2017
GWN SECURITIES INC.
RIA
CRD#: 128929
JUPITER, FL
Past
January 16, 2014 - December 5, 2017
GWN SECURITIES INC.
BD
CRD#: 128929
JUPITER, FL
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".
AW
ATLANTIC WEALTH PARTNERS, LLC
ATLANTIC WEALTH PARTNERS, LLC | BLUE HORIZONS WEALTH MANAGEMENT
CRD#: 289440 / SEC#: 801-118353
RIA
Registered Investment Advisory firm - (4/1/2020 Approved)Florida
Registered Investment Advisory firm - (5/7/2020 Terminated)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(12/7/2017)
IAR
Texas(7/13/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ATLANTIC WEALTH PARTNERS, LLC
ATLANTIC WEALTH PARTNERS, LLC | BLUE HORIZONS WEALTH MANAGEMENT
CRD#: 289440 / SEC#: 801-118353
RIA
Registered Investment Advisory firm - (4/1/2020 Approved)Florida
Registered Investment Advisory firm - (5/7/2020 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
759 Parkway Street Suite 201, Jupiter, FL 33477
Mailing Address
Phone number
(561) 632-0566
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 951 |
| AUM (Assets Under Management) | $ 169,373,820 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/28/2022 |
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.
