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AS

Anthony Stefan

COLLAGE VENTURE PARTNERS
MIAMI BEACH, FL 33139
Some features on this profile are disabled
CRD#: 7871985
AS

Professional summary

Anthony Stefan is a registered financial professional currently at COLLAGE VENTURE PARTNERS, LLC located in Miami Beach, Florida.

Anthony is registered as a RR (Registered Representative) and started their career in finance in 2025. Anthony has worked at 1 firm and has passed the Series 14 exam.

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Anthony Stefan'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

September 1, 2025 - Present

COLLAGE VENTURE PARTNERS, LLC

Office #1: 929 Alton Road Suite 500, Miami Beach, FL 33139
BD
CRD#: 316063
MIAMI BEACH, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Principal/Supervisory Exam
RR
Series 14
Date: 8/30/2025
Compliance Officer Examination
SRO Registrations
RR
FINRA

Current Firm

CV
COLLAGE VENTURE PARTNERS, LLC
COLLAGE VENTURE PARTNERS, LLC

CRD#: 316063 / SEC#: , 8-70763

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
929 Alton Road Suite 500, Miami Beach, FL 33139
Mailing Address
929 Alton Road Suite 500, Miami Beach, FL 33139
Phone number
(646) 248-5078
Established
Florida since 06/30/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PEARSON, JOHN DEXTERPARTNER,
STEFAN, ANTHONYCHIEF COMPLIANCE OFFICER7871985
THORNTON, JOHNCFO AND FINOP6463300
TYSON, III, THOMAS BERNARDHEAD OF INVESTMENT BANKING7235200

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

COLLAGE VENTURE PARTNERS, LLC

CRD#: 316063Miami Beach, FL 33139

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