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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant41 years in industry

Stephen B Leitzell

Advisor at AAN WEALTH ADVISORS LLC

Easley, SC

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Search this name across graphsid dfx:ria:4cd31ac1-9193-ac9a-65d2-b564a0929d22

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: AAN WEALTH ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 14, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Nov 14, 1984
First registration: Jul 14, 2004
Dual registered: no
Other names: STEPHEN B LEITZELL|GERMANY STUTTGART|STEPHEN BRUCE LEITZELL
IAPD individual key: 1016301

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
AAN WEALTH ADVISORS LLC	State registered	Mar 13, 2025	n/a	yes	Easley, SC	Current employment
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC	Independent wealth	Nov 14, 2018	Jun 23, 2023	no	RED BANK, NJ\|RED BANK, NJ\|EASLEY, SC	Previous registration
QUESTAR ASSET MANAGEMENT, INC.	Former SEC adviser	Oct 26, 2010	Nov 21, 2018	no	MINNEAPOLIS, MN\|MANASQUAN, NJ\|FARMINGDALE, NJ	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Nov 6, 2008	Oct 11, 2010	no	BRIDGEWATER, NJ\|MANASQUAN, NJ	Previous registration
PARK AVENUE SECURITIES LLC	Bd affiliated wealth	Jul 14, 2004	Oct 3, 2008	no	LIBERTY CORNER, NJ\|BRIDGEWATER, NJ\|HOLMDEL, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC	AAN WEALTH ADVISORS LLC	Jun 23, 2023	Mar 13, 2025	629	Firm change after gap	RIA to state RIA
QUESTAR ASSET MANAGEMENT, INC.	GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC	Nov 21, 2018	Nov 14, 2018	-7	Firm change	Ibd to RIA
LPL FINANCIAL LLC	QUESTAR ASSET MANAGEMENT, INC.	Oct 11, 2010	Oct 26, 2010	15	Firm change	Other
PARK AVENUE SECURITIES LLC	LPL FINANCIAL LLC	Oct 3, 2008	Nov 6, 2008	34	Firm change	Other

Relationships

Registered with (5)

→ AAN WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Mar 13, 2025 to presentfactForm ADV
→ GARDEN STATE INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Nov 14, 2018 to Jun 23, 2023factForm ADV
→ QUESTAR ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Oct 26, 2010 to Nov 21, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Nov 6, 2008 to Oct 11, 2010factForm ADV
→ PARK AVENUE SECURITIES LLCRegistered adviserregistration: previous registration
Jul 14, 2004 to Oct 3, 2008factForm ADV

Dated events

Occurred
Jun 23, 2023
Advisor changed firm
Stephen B Leitzell left Garden State Investment Advisory Services, Llc for Aan Wealth Advisors Llc (registered 2025-03-13)
Form ADVobserved 5 days ago