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Shawn Robert Stephenson

Blue OWL Securities

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About Shawn Robert Stephenson

Shawn Stephenson is a financial advisor with over 5 years of experience in the financial services industry. Shawn has a strong background in investment management and financial planning. Shawn is currently registered with Blue OWL Securities and has previously held positions with Prudential Investment Management Services LLC, Citigroup Global Markets Inc., Pruco Securities, LLC., and Hennion & Walsh, Inc. Shawn holds the Series 63, 7, 24, and SIE licenses and is registered to provide investment advice in New Jersey and New York. Shawn is dedicated to providing his clients with personalized financial advice to help them achieve their financial goals.

Firm Information

Shawn Stephenson is currently registered with Blue OWL Securities. Blue OWL Securities is a Limited Liability Company formed in December 2015. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Blue OWL Securities is registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

34

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Shawn Stephenson’s Registration & Firm History

NJ

05/30/2023 - Present

Blue OWL Securities (Short Hills NJ)

NJ

09/15/2021 - 06/12/2023

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (Newark NJ)

NY

04/26/2021 - 06/15/2021

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NJ

05/15/2019 - 08/19/2020

PRUCO SECURITIES, LLC. (NEWARK NJ)

NJ

10/05/2015 - 05/23/2017

HENNION & WALSH, INC. (PARSIPPANY NJ)

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Licenses & Designations

BC

Issued 02/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/09/2024

Series 24 - General Securities Principal Examination

BC

Issued 05/23/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Robert Stephenson.
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