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AS

Allan J. Stevenson

VIRTUS FINANCIAL PARTNERS
Winter Park, FL
Some features on this profile are disabled
CRD#: 7242005
AS

Professional summary

Allan John Stevenson is a registered financial advisor currently at VIRTUS FINANCIAL PARTNERS located in Winter Park, Florida.

Allan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Allan has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

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.
(1) Fixed Insurance; Not Investment Related; Winter Park, FL; Agent; Fixed Life, Annuity, DI, Health, LTC, Medicare Supplements, and Group Products; Start Date: 01/16/2020; 40 hrs per month; 40 during trading hours. (2) Innovation Montessori School; Not Investment Related; Ocoee, FL; Board Member; oversee and support school, board is responsible for approving projects, ensuring the school is following its charger, executive evaluation, communication with the public, and financial oversight.; Start Date: 04/01/2021; 6 hrs per month; 2 during trading hours. (3) AJSMZ LLC - not investment related - Ocoee, FL - LLC formed solely for tax and accounting purposes to receive fees from Virtus Financial Partners - Owner - 08/2024 - 0 - 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allan John Stevenson'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

December 5, 2022 - Present

VIRTUS FINANCIAL PARTNERS

RIA
CRD#: 323365
Winter Park, FL
Past

July 27, 2020 - December 8, 2022

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
MAITLAND, FL
Past

May 1, 2020 - December 8, 2022

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
MAITLAND, 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".
VF
VIRTUS FINANCIAL PARTNERS
VIRTUS FINANCIAL PARTNERS | VIRTUS FINANCIAL PARTNERS, LLC

CRD#: 323365 / SEC#: 801-126973

RIA
Registered Investment Advisory firm - (11/30/2022 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
Florida
(12/9/2022)
IAR
Texas
(12/5/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/23/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/3/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 5/1/2020
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/6/2020
Securities Industry Essentials Examination

Current Firm

VF
VIRTUS FINANCIAL PARTNERS
VIRTUS FINANCIAL PARTNERS | VIRTUS FINANCIAL PARTNERS, LLC

CRD#: 323365 / SEC#: 801-126973

RIA
Registered Investment Advisory firm - (11/30/2022 Approved)
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Contact information

Main Address
Winter Park, FL
Mailing Address
Phone number
(407) 267-8445
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (24 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

ADV 2A (2/20/2025)

Regulatory assets under management

Total Number of Accounts1,591
AUM (Assets Under Management)$ 112,886,000

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.

Company Information

VIRTUS FINANCIAL PARTNERS

CRD#: 323365Winter Park, FL

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