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WS

Warren J. Stean

LIBERTY WEALTH MANAGERS
Somerset, BA7 7AD
Some features on this profile are disabled
CRD#: 7038965
WS

Professional summary

Warren James Stean, who also goes by Warren Sean, is a registered financial advisor currently at LIBERTY WEALTH MANAGERS .

Warren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Warren has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Warren Sean

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 Warren James Stean'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

March 15, 2023 - Present

LIBERTY WEALTH MANAGERS

Office #1: 2 Bailey Hill Castle Cary, Somerset, BA7 7AD
RIA
CRD#: 322131
Somerset,
Past

May 22, 2019 - March 9, 2023

WESTFULLER ADVISORS, LLC

RIA
CRD#: 155054
Escaldes,
Past

November 20, 2018 - May 9, 2019

BEACON GLOBAL ADVISOR NETWORK, LLC

RIA
CRD#: 288833
La Massana,

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".
LW
LIBERTY WEALTH MANAGERS
ATLANTICA WEALTH, LLC | LIBERTY WEALTH MANAGERS LLC | LIBERTY WEALTH MANAGERS

CRD#: 322131 / SEC#: 801-126337

RIA
Registered Investment Advisory firm - (12/9/2022 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
Texas
(3/15/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2018
Uniform Investment Adviser Law Examination

Current Firm

LW
LIBERTY WEALTH MANAGERS
ATLANTICA WEALTH, LLC | LIBERTY WEALTH MANAGERS LLC | LIBERTY WEALTH MANAGERS

CRD#: 322131 / SEC#: 801-126337

RIA
Registered Investment Advisory firm - (12/9/2022 Approved)
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Contact information

Main Address
1185 Avenue Of The Americas 3rd Floor, New York, NY 10036
Mailing Address
Phone number
(267) 864-8259
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (10 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

LIBERTY WEALTH MANAGERS BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts133
AUM (Assets Under Management)$ 60,836,594

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

LIBERTY WEALTH MANAGERS

CRD#: 322131Somerset, BA7 7AD

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