Joseph W. Veasey

STEWARDSHIP ADVISORY GROUP

Clermont, FL 34711

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CRD#: 6419442

Professional summary

Joseph William Veasey, CFP®, who also goes by Joseph W Veasey, Joseph Veasey, is a registered financial advisor currently at STEWARDSHIP ADVISORY GROUP, LLC located in Clermont, Florida and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Clermont, Florida.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Joseph has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph W Veasey | Joseph Veasey

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.) JOSEPH W. VEASEY - INSURANCE AGENT - NON-VARIABLE INSURANCE - CLERMONT, FL - SINCE 09/2022 - INVESTMENT RELATED 2.) STEWARDSHIP ADVISORY GROUP, LLC - INVESTMENT ADVISOR REPRESENTATIVE - REGISTERED INVESTMENT ADVISOR - CLERMONT, FL - SINCE 09/2022 - INVESTMENT RELATED 3.) STEWARDSHIP LEGACY COACHING, LLC - CASE PLANNING & TAX SPECIALIST - COACHING SERVICES ON THE STEWARDSHIP OF FAMILY LEGACY AND BUSINESS LEGACY - CLERMONT, FL - SINCE 09/2022 - NOT INVESTMENT RELATED 4.) STEWARDSHIP ADVISORY GROUP - FINANCIAL ADVISOR AND CASE PLANNING & TAX SPECIALIST - DBA NAME FOR MARKETING PURPOSES ONLY - CLERMONT, FL - SINCE 09/2022 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph William Veasey'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

September 28, 2022 - Present

STEWARDSHIP ADVISORY GROUP, LLC

Office #1: 17011 S.r. 50 Suite 203, Clermont, FL 34711

RIA

CRD#: 165710

Clermont, FL

Current

September 14, 2022 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 17011 S.r. 50 Ste 203, Clermont, FL 34711

RIA

CRD#: 20804

Clermont, FL

Past

February 18, 2021 - September 2, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

WINTER GARDEN, FL

Past

January 5, 2021 - September 2, 2022

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Winter Garden, FL

Past

March 2, 2020 - January 3, 2021

THRIVE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 281347

FORT WASHINGTON, PA

Past

November 13, 2019 - January 10, 2020

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

PHILADELPHIA, PA

Past

November 13, 2019 - January 10, 2020

CITIZENS SECURITIES, INC.

CRD#: 39550

PHILADELPHIA, PA

Past

October 11, 2018 - November 4, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BALA CYNWYD, PA

Past

September 25, 2018 - November 4, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

BALA CYNWYD, PA

Past

September 13, 2016 - September 7, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BLUE BELL, PA

Past

September 13, 2016 - September 7, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

BLUE BELL, PA

Past

March 26, 2015 - August 25, 2016

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BALA CYNWYD, PA

Past

February 13, 2015 - August 25, 2016

EQUITABLE ADVISORS, LLC

CRD#: 6627

BALA CYNWYD, PA

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".

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA

Registered Investment Advisory firm - (3/5/2013 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/15/2025)

Colorado
(10/20/2025)

Florida
(9/14/2022)

IAR

Florida
(9/28/2022)

Montana
(2/11/2025)

Nevada
(2/11/2025)

New Jersey
(1/24/2025)

South Carolina
(1/17/2025)

Washington
(2/27/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/26/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/13/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

STEWARDSHIP ADVISORY GROUP, LLC

CRD#: 165710 / SEC#: 801-77684

RIA

Registered Investment Advisory firm - (3/5/2013 Approved)

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Contact information

Main Address

17011 S.r. 50 Suite 203, Clermont, FL 34711

Mailing Address

Phone number

(407) 470-1405

Established

Firm type

Fiscal year end

# of Employees

187

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/12/2025)

Regulatory assets under management

Total Number of Accounts	1,108
AUM (Assets Under Management)	$ 261,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Joseph W. Veasey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph William Veasey's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

AE WEALTH MANAGEMENT, LLC

MADISON AVENUE SECURITIES, LLC

THRIVE CAPITAL MANAGEMENT, LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

STEWARDSHIP ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2015

SIE

Date: 10/1/2018

Series 7

Date: 2/13/2015

FINRA

Current Firm

STEWARDSHIP ADVISORY GROUP, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEWARDSHIP ADVISORY GROUP, LLC

TRUST BUT VERIFY

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