Stephan Zehner has been Chief Compliance Officer/Chief Executive Officer of Atticus Wealth Management since July 2025, is a control person of the firm and directly owns between 5% and 10% of it.
Atticus Wealth Management, LLC is a Palm Beach Gardens, FL firm with $565M under management, 429 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Stephan Zehner’s longest registration is the current one, 5 years at Atticus Wealth Management since 2021. Before joining Atticus Wealth Management in 2021, Stephan Zehner was registered through Castle Wealth Management.
- Atticus Wealth ManagementCurrent– present · 5 yearsLake Worth, FL · Adviser representative · Firm CRD 296949
- Castle Wealth Management– · 4 yearsWest Palm Beach, FL · Adviser representative · Firm CRD 118364
Investment adviser representative registrations
Stephan Zehner is registered as an investment adviser representative in 2 states. The first approvals date from January 2021; the most recent is Texas, in February 2025.
- FloridaSince 19 January 2021
- TexasSince 28 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephan William Zehner
- CRD
- 6526012
- Firm
- Atticus Wealth Management · CRD 296949
- Role
- Chief Compliance Officer/Chief Executive Officer
- Office
- Lake Worth, FL
- Registration
- Investment adviser registration
- In the industry since
- December 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephan Zehner work?
Stephan Zehner has been Chief Compliance Officer/Chief Executive Officer of Atticus Wealth Management, LLC since July 2025, and is a control person of the firm.
Is Stephan Zehner a financial advisor?
Yes. Stephan Zehner has a current investment-adviser registration in Florida and Texas, through Atticus Wealth Management since January 2021.
How many years of experience does Stephan Zehner have?
Stephan Zehner has 9 years in the financial industry, since December 2016, across 2 adviser firms.
What exams has Stephan Zehner passed?
Stephan Zehner passed the Series 65 in November 2016.
Where did Stephan Zehner work before Atticus Wealth Management?
Before Atticus Wealth Management, Stephan Zehner was registered through Castle Wealth Management, December 2016 to December 2020.
Where is Stephan Zehner based?
Stephan Zehner’s registered office is in Lake Worth, FL.
Is Stephan Zehner registered with FINRA?
No. Stephan Zehner has no current broker registration.
How can I verify Stephan Zehner’s record?
Search CRD 6526012 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephan Zehner’s full registration record.