RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A•••••• D••• S••••••
- Title
- CFP® Partnerreportedhswealthpartners.comfirm site, Sep 15, 2026
- Designations
- CFPreportedhswealthpartners.comas printed on the bio page, Sep 16, 2026
- Founder
- “A co-founder of H• W••••• P••••••• and C•••••••• FINANCIAL P••••••™, T••• is passionate about helping people understand their financial world, discover opportunities, and have greater peace of mind.”reportedhswealthpartners.comthe sentence on the bio page
- Partner or owner
- “CFP® Partner”reportedhswealthpartners.comthe sentence on the bio page
- Years, as the firm states
- 30reportedhswealthpartners.com“With more than 30 years of experience in the industry, T•••’s favorite aspect of being an advisor is developing meaningful relationships with clients.”
- Professional profile
- hswealthpartners.com/who-we-are/tony-steffanreportedhswealthpartners.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- H• W••••• P••••••• independent RIA currentsince May 9, 2024 · Nashville, Tn
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedNov 30, 2017 to May 17, 2024 · Albuquerque, Nm
- U•• F•••••••• S••••••• I••• wirehouseNov 7, 2008 to Dec 11, 2017 · Albuquerque, Nm
- M••••• S•••••• • C•• L•• unclassifiedApr 2, 2007 to Nov 11, 2008 · Gallup, Nm
- M••••• S•••••• D• I••• unclassifiedJul 30, 1998 to Apr 2, 2007 · Albuquerque, Nm
- C•••••••• I••••••••• R••••••• A•••••••• I••• to H• W••••• P•••••••left May 17, 2024, registered May 9, 2024 (-8 days) · Affiliated broker-dealer or bank to a newly registered adviser
- U•• F•••••••• S••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••left Dec 11, 2017, registered Nov 30, 2017 (-11 days) · Other · moved with a team
- M••••• S•••••• • C•• L•• to U•• F•••••••• S••••••• I•••left Nov 11, 2008, registered Nov 7, 2008 (-4 days) · corporate re-registration, not a move
- M••••• S•••••• D• I••• to M••••• S•••••• • C•• L••left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
- A•••••• D••• S•••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for H• W••••• P••••••• (registered 2024-05-09)May 17, 2024 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address