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RIA / WealthAdvisor24 years in industry

STEPHEN DAVID SCHMIDT

Advisor at INNOVA WEALTH PARTNERS, LLC

NEWTOWN, PA

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Search this name across graphsid dfx:ria:64a347db-3607-3378-768a-7809bdc1f859

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 18, 2006 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: INNOVA WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 20, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 20, 2001
First registration: Jan 18, 2006
Dual registered: no
Other names: STEPHEN DAVID SCHMIDT|STEPHEN D. SCHMIDT
IAPD individual key: 4451342

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
INNOVA WEALTH PARTNERS, LLC	Independent wealth	Oct 16, 2013	n/a	yes	NEWTOWN, PA	Current employment
CORESTATES CAPITAL ADVISORS, LLC	Former SEC adviser	Jul 27, 2011	Oct 3, 2013	no	YARDLEY, PA	Previous registration
FAMILY OFFICE GROUP LLC	n/a	Aug 7, 2009	Jul 7, 2011	no	PINEHURST, NC	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jul 30, 2009	no	DOYLESTOWN, PA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	DOYLESTOWN, PA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jan 18, 2006	Apr 2, 2007	no	DOYLESTOWN, PA\|DOYLESTOWN, PA	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
CORESTATES CAPITAL ADVISORS, LLC	INNOVA WEALTH PARTNERS, LLC	Oct 3, 2013	Oct 16, 2013	13	Firm change	Other
FAMILY OFFICE GROUP LLC	CORESTATES CAPITAL ADVISORS, LLC	Jul 7, 2011	Jul 27, 2011	20	Firm change	Other
MORGAN STANLEY	FAMILY OFFICE GROUP LLC	Jul 30, 2009	Aug 7, 2009	8	Firm change	Other
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (6)

→ INNOVA WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Oct 16, 2013 to presentfactForm ADV
→ CORESTATES CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 27, 2011 to Oct 3, 2013factForm ADV
→ FAMILY OFFICE GROUP LLCRegistered adviserregistration: previous registration
Aug 7, 2009 to Jul 7, 2011factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jul 30, 2009factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jan 18, 2006 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.