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Stefan Whitwell

Whitwell & CO, LLC

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About Stefan Whitwell

Stefan Whitwell is a financial advisor with over 20 years of experience in the industry. He is currently registered with the state of Texas as an Investment Advisor Representative and is affiliated with Whitwell & Co., LLC. Stefan is also licensed as a real estate broker in Texas. He holds various licenses and certifications including Series 3, 7, 30, 34, 63, and 66 and is a Chartered Financial Analyst (CFA). Stefan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, families, and businesses.

Firm Information

Stefan Whitwell is currently registered with Whitwell & CO, LLC. Whitwell & CO, LLC is an investment advisory firm that provides financial planning, portfolio management for individuals, and pension consulting services. They have a team of 3 investment advisor representatives and 1 licensed agent, and manage approximately $55 million in assets for 184 clients. Their client base includes high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and corporations or other businesses.

$55.36M

Assets Under Management

Not reported

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Stefan Whitwell’s Registration & Firm History

TX

01/06/2025 - Present

Whitwell & CO, LLC (Austin TX)

TX

06/18/2014 - 10/08/2014

AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)

NY

08/12/1998 - 01/10/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NY

01/24/1997 - 06/16/1998

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2012

Series 30 - NFA Branch Manager Examination

BC

Issued 10/08/2014

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2014

Series 7 - General Securities Representative Examination

BC

Issued 11/11/2010

Series 3 - National Commodity Futures Examination

BC

Issued 11/09/2010

Series 34 - Retail Off-Exchange FOREX Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stefan Whitwell.
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