Stephen Timothy Cully
Professional Summary
Stephen Timothy Cully is a registered financial advisor currently at ADVANTAGE WEALTH PARTNERS located in Fort Myers, Florida. Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephen has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR | ADVANTAGE WEALTH PARTNERS
Contact Information
Main Address
8870 Daniels Parkway, Fort Myers, FL 33912Phone Number
(239) 561-1155# of Employees
10SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,804AUM (Assets Under Management)
$675,467,357Similar Advisors
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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.
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Primary Firm SEC Registration
ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR | ADVANTAGE WEALTH PARTNERS
State Registrations and Notice Filings
(6/15/2026)
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.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2022About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stephen Timothy Cully's CRS (Customer Relationship Summary).
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