Samuel A. Stehr

STONECROP WEALTH ADVISORS

West Chester, PA 19382

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CRD#: 7752932

Professional summary

Samuel Alan Stehr, who also goes by Samuel Stehr, is a registered financial advisor currently at STONECROP WEALTH ADVISORS, LLC located in West Chester, Pennsylvania.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Samuel has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Samuel Stehr

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 Samuel Alan Stehr'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

May 30, 2025 - Present

STONECROP WEALTH ADVISORS, LLC

Office #1: 2 West Market Street Suite 200, West Chester, PA 19382

RIA

CRD#: 306486

West Chester, PA

Past

March 31, 2025 - April 16, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BOSTON, MA

Past

May 9, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

WAYNE, PA

Past

October 12, 2023 - April 16, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

June 13, 2023 - August 15, 2023

MML INVESTORS SERVICES, LLC

CRD#: 10409

NEWTOWN SQUARE, 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".

STONECROP WEALTH ADVISORS, LLC

CRD#: 306486 / SEC#: 801-117833

RIA

Registered Investment Advisory firm - (1/2/2020 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

Pennsylvania
(5/30/2025)

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

State Security Law Exam

IAR

Series 66

Date: 7/21/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/13/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/17/2023

Securities Industry Essentials Examination

Current Firm

STONECROP WEALTH ADVISORS, LLC

CRD#: 306486 / SEC#: 801-117833

RIA

Registered Investment Advisory firm - (1/2/2020 Approved)

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Contact information

Main Address

2 West Market Street Suite 200, West Chester, PA 19382

Mailing Address

Phone number

(610) 628-0035

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONECROP WEALTH ADVISORS - PART 2A BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	706
AUM (Assets Under Management)	$ 251,884,409

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

Samuel A. Stehr

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel Alan Stehr's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

STONECROP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2023

Series 7TO

Date: 6/13/2023

SIE

Date: 3/17/2023

Current Firm

STONECROP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STONECROP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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