Investment adviser representative · Richard A. Stebbins CPA Cfp
Richard A. Stebbins Jr.
CRD 4622063 · The Villages, FL
At a glance
Richard A. Stebbins Jr. is an investment adviser representative with Richard A. Stebbins CPA Cfp in The Villages, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Richard A. Stebbins CPA CfpSince March 2010The Villages, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Richard’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
- Locked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
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