Investment adviser representative · Latitude Investment Group
Sean R. Stevens
CRD 2426602 · Alpharetta, GA
At a glance
Sean R. Stevens is an investment adviser representative with Latitude Investment Group in Alpharetta, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sean’s SEC record dates to 2001, about 25 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Latitude Investment GroupSince January 2026Alpharetta, GA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Sean’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
- 8 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
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.