Years of Experience
5-20+ Years
Bethesda, MD
1 Disclosures
ADVISOR BIO
Stephen Bruce Schuler is a financial advisor at The Colony Group, LLC. Stephen has been in the industry since 1983 and is registered to provide investment advice in Maryland. Stephen has a wide range of experience in the industry and has worked for several firms including BT Alex. Brown Incorporated and Smith Barney, Harris Upham & Co., Incorporated. Stephen has been a registered investment advisor since 1995.
SPECIALIZATIONS
HUNT VALLEY, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Merrill is a registered representative with Osaic FA, Inc. Stephen has been in the financial services industry since November 12, 2014 and is currently registered with the state of Maryland. Stephen also offers insurance products and services through an affiliate. Stephen's firm, Osaic FA, Inc. has a total of 3,800 clients and manages approximately 37.1 billion in assets.
SPECIALIZATIONS
PASADENA, MD
30 Years Experience
0 Disclosures
ADVISOR BIO
Stephen John Koorey is a financial advisor with over 30 years of experience in the industry. Stephen has been registered with LPL Financial LLC since August 2023. Stephen has previously worked with firms like Prudential Insurance Company of America, Mutual of Omaha Investor Services, and Merrill Lynch. Stephen is a registered representative in Maryland and is also a registered investment advisor representative.
SPECIALIZATIONS
Bethesda, MD
19 Years Experience
0 Disclosures
ADVISOR BIO
Stephen James Lowman is a financial advisor currently registered with Morgan Stanley and has been in the industry since 2005. Stephen is registered as a broker-dealer and investment advisor in multiple states, including Texas, Maryland and others. Stephen has licenses for Series 66, Series 7 and SIE exams. Stephen has experience working with high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans and individuals other than high-net-worth. Stephen's experience includes working with Morgan Stanley and UBS Financial Services Inc. Stephen's current office is located in Bethesda, Maryland.
SPECIALIZATIONS
ANNAPOLIS, MD
17 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Holt is a financial advisor at Cetera Investment Advisers LLC. Stephen has been in the industry since May 19, 2008. Stephen is registered with the state of Maryland and provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Stephen is also a registered representative with FINRA and a member of the Anne Arundel County Estate Planning Council.
SPECIALIZATIONS
Lutherville (Greenspring), MD
31 Years Experience
0 Disclosures
ADVISOR BIO
Stephen Goldstein is a financial advisor registered with Janney Montgomery Scott LLC. Stephen has been in the financial industry since October 20, 1993. Stephen is registered to offer securities and investment advisory services in Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wyoming. Stephen is a Certified Financial Planner.
SPECIALIZATIONS
Annapolis, MD
38 Years Experience
0 Disclosures
ADVISOR BIO
Stephen James is a financial advisor with over 30 years of experience in the industry. Stephen is currently registered with Commonwealth Financial Network and Severn Financial Advisors, LLC. Stephen has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Stephen holds the Series 6, 7, 24, 63, and 65 licenses. Stephen is also a Certified Financial Planner.
SPECIALIZATIONS
BETHESDA, MD
43 Years Experience
1 Disclosures
ADVISOR BIO
Stephen Taft is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen has been in the industry for over 40 years and has experience in providing a variety of financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Stephen holds the Series 7, Series 63, Series 52, and Series 65 licenses. Stephen is registered in 28 states and the District of Columbia.
SPECIALIZATIONS
LINTHICUM, MD
15 Years Experience
1 Disclosures
ADVISOR BIO
Stephen Rafter is a financial advisor who has been in the industry since November 2009. Stephen is currently registered with LPL Financial LLC in LINTHICUM, MD. Stephen has been registered with LPL Financial LLC since 2017 and has also worked for CHARLES SCHWAB & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SAGEPOINT FINANCIAL, INC. and PNC INVESTMENTS. Stephen is a registered representative in Delaware, District of Columbia, Maryland, Pennsylvania, Rhode Island, Texas, and Washington. Stephen is also a registered investment advisor representative in Maryland and Texas. Stephen offers a wide range of services, including financial planning, investment management, and consulting. Stephen is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
Bethesda, MD
21 Years Experience
1 Disclosures
ADVISOR BIO
Stephen Tildon Lucas is a financial advisor who has been in the industry for over 20 years. Stephen is a registered representative with Morgan Stanley and has been with the firm since 2007. Stephen holds Series 7, 31, and 66 licenses and has experience in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Stephen is a member of the investment committee of the Norwood School.
SPECIALIZATIONS
