Stephen Amason has been an investment adviser representative at Forthright Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Forthright Wealth Management, LLC is an Alpharetta, GA firm with $773M under management, 575 clients and 6 advisers in one office, as of its August 2026 filing.
Stephen Amason’s longest registration was 1 year at HB Wealth (2025–2026). Before joining Forthright Wealth Management in 2026, Stephen Amason was registered through HB Wealth.
- – present · under a yearAlpharetta, GA · Adviser representative · Firm CRD 220515
- HB Wealth– · 1 yearAtlanta, GA · Adviser representative · Firm CRD 316731
Investment adviser representative registrations
Stephen Amason is registered as an investment adviser representative in Georgia, since July 2026.
- GeorgiaSince 28 July 2026
Examinations
No examinations are on Stephen Amason’s record.
- CRD
- 8053353
- Firm
- Forthright Wealth Management · CRD 220515
- Office
- 11780 NORTHFALL LANE, SUITE 303, Alpharetta, GA 30009
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Amason work?
Stephen Amason is an investment adviser representative registered through Forthright Wealth Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Amason a financial advisor?
Yes. Stephen Amason has a current investment-adviser registration in Georgia, through Forthright Wealth Management since July 2026.
How many years of experience does Stephen Amason have?
Stephen Amason has 1 year in the financial industry, since May 2025, across 2 adviser firms.
Where did Stephen Amason work before Forthright Wealth Management?
Before Forthright Wealth Management, Stephen Amason was registered through HB Wealth, April 2025 to July 2026.
Where is Stephen Amason based?
Stephen Amason’s registered office is in Alpharetta, GA.
Is Stephen Amason registered with FINRA?
No. Stephen Amason has no current broker registration.
How can I verify Stephen Amason’s record?
Search CRD 8053353 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Amason’s full registration record.
