Investment adviser representative · Stewardship Advisory Group, LLC
Joseph W. Veasey
CRD 6419442 · Clermont, FL
At a glance
Joseph W. Veasey is an investment adviser representative with Stewardship Advisory Group, LLC in Clermont, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Stewardship Advisory Group, LLCSince September 2022Clermont, FL · $322M in regulatory assets
- Oneascent Financial Services LLCSince July 2026Birmingham, AL · $3.5B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joseph’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
- 6 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.