Stephen Angelis, financial advisor Dublin OH

Stephen Angelis

CRD Number: 1465037
Current Firm: Independent Financial Partners

Stephen Angelis (CRD# 1465037) is an Investment Advisor Representative working at Independent Financial Partners in Dublin, OH and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Ifp Securities LLC Tampa, FL Jul 2021 - Current 2
Independent Financial Partners Tampa, FL Jul 2021 - Current 2
Lpl Financial LLC Hilliard, OH Oct 2016 - Jul 2021 4
Stratos Wealth Partners, Ltd Hilliard, OH Oct 2016 - Jun 2021 4
Gan Investments Columbus, OH Oct 2015 - Oct 2016 1
Tompkins Wealth Advisors Ithaca, NY Jun 2015 - Nov 2015 < 1
Tompkins Financial Corporation Ithaca, NY Aug 2014 - Nov 2015 1
Lpl Financial LLC Ithaca, NY Aug 2014 - Nov 2015 1
Tompkins Financial Advisors Ithaca, NY Feb 2014 - Nov 2015 1
Ensemble Financial Services, Inc. Pittsford, NY Feb 2014 - Jun 2014 < 1
Gan Investments Columbus, OH Apr 2011 - May 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S66 NASAA Uniform Combined State Law Examination Jan 2022
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen M. Angelis
Phone Number: 813-341-0960
Registered State(s):
  • AZ
  • CA
  • FL
  • HI
  • MD
  • MA
  • NV
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • TX
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    9,761
    MILLIONS
  • Total Number of Accounts
    37,391
    ACCOUNTS
  • Average Account Value
    $261,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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