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Est. 2026The front page of wealth managementNew York

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Adviser and broker representative · Steward Partners Investment Advisory, LLC

Angela L. Helmus-O'Brien

CRD 2069470 · Clearwater, FL

At a glance

Angela L. Helmus-O'Brien is an investment adviser representative with Steward Partners Investment Advisory, LLC in Clearwater, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Angela’s SEC record dates to 1990, about 36 years ago. Angela is also registered as a broker representative. Designations on file: Certified Financial Planner.

Current advisory firm

SEC adviser record

Registered since
1990 (36 years)
Designations
Certified Financial Planner
Exams
Series 63
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Angela’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
4 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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