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SC

Stephen T. Cully

ADVANTAGE WEALTH PARTNERS
FORT MYERS, FL 33912
Some features on this profile are disabled
CRD#: 7495479
SC
Stephen Timothy CullyADVANTAGE WEALTH PARTNERS

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

Always Fiduciary

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.
Licensed Insurance Agent; National Benefit Legacy d/b/a Advantage Retirement Group; Not Investment Related; Fort Myers, FL; Insurance Professional; Insurance Sales; approximately 50% of time is spent in this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Timothy Cully'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

June 15, 2026 - Present

ADVANTAGE WEALTH PARTNERS

Office #1: 8870 Daniels Parkway, Fort Myers, FL 33912
RIA
CRD#: 329635
FORT MYERS, FL
Past

February 23, 2022 - December 31, 2025

PFS INVESTMENTS INC.

BD
CRD#: 10111
FT MYERS, 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
ADVANTAGE WEALTH PARTNERS
ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR | ADVANTAGE WEALTH PARTNERS

CRD#: 329635 / SEC#: 801-129470

RIA
Registered Investment Advisory firm - (2/8/2024 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
(6/15/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 8/18/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 9/22/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 6TO
Status Unavailable
Passed: 2/23/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 1/4/2022
Securities Industry Essentials Examination

Current Firm

AW
ADVANTAGE WEALTH PARTNERS
ADVANTAGE RETIREMENT GROUP | TOUNJIAN ADVISORY PARTNERS LLC | SAVING THE INVESTOR | ADVANTAGE WEALTH PARTNERS

CRD#: 329635 / SEC#: 801-129470

RIA
Registered Investment Advisory firm - (2/8/2024 Approved)
Loading...

Contact information

Main Address
8870 Daniels Parkway, Fort Myers, FL 33912
Mailing Address
Phone number
(239) 561-1155
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVANTAGE WEALTH PARTNERS DISCLOSURE BROCHURE (3/11/2026)

Regulatory assets under management

Total Number of Accounts1,804
AUM (Assets Under Management)$ 675,467,357

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

ADVANTAGE WEALTH PARTNERS

CRD#: 329635Fort Myers, FL 33912

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