Stephen
Magallanes
Collaborative Wealth
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About this Advisor
Stephen Magallanes is a certified financial planner based in Stuart, Florida, who has 5 years of industry experience. Magallanes currently works for Collaborative Wealth. Their career trajectory has included roles at Invest Financial Corporation, Lpl Financial LLC and Collaborative Wealth Management, Inc (Dba:Collaborative Wealth). Magallanes maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Collaborative Wealth is a firm operating out of Lake Mary, FL. The firm has offices in three locations and a total of 12 people on staff. It manages $390 million in assets across its 1,497 client accounts, placing it among the bigger firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 1,497 accounts, 20% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Collaborative Wealth provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely are based on which service is offered. Fees charged by Collaborative Wealth can consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Collaborative Wealth Brokerage Details
$390,123,432
12
1,497
$260,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephen Magallanes Work History
Stephen has been registered as a financial advisor for 5 years.*
Lpl Financial LLC
Collaborative Wealth Management, Inc (Dba:Collaborative Wealth)
Invest Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Magallanes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Collaborative Wealth
Gainesville, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
Stuart, FL
Lake Mary, FL
Lake Mary, FL
Lake Mary, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
