Investment adviser representative · Equita Financial Network, Inc.
Stephen J. Witte
CRD 6703652 · Fort Washington, PA
At a glance
Stephen J. Witte is an investment adviser representative with Equita Financial Network, Inc. in Fort Washington, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2016, about 10 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Equita Financial Network, Inc.Since April 2025Fort Washington, PA · $391M in regulatory assets
- Astraea Wealth ManagementSince October 2026Byron Center, MI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stephen’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
- 3 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.
More at Equita Financial Network, Inc.
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- Amy M. HamasakiFort Washington · Certified Financial Planner
- Tricia A. PrehleFort Washington · Certified Financial Planner
- Kimberlee A. SpencerFort Washington · Certified Financial Planner
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