Stephen Anderson has been an investment adviser representative at CFS Wealth Management since March 2008, and is not listed among the firm’s executive officers or direct owners.
CFS Wealth Management, LLC is a Macon, GA firm with $189M under management, 465 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Stephen Anderson’s longest registration is the current one, 18 years at CFS Wealth Management since 2008. Before joining CFS Wealth Management in 2008, Stephen Anderson was registered through Chapman Financial Services, LLC and Linsco/Private Ledger Corp.
- CFS Wealth ManagementCurrent– present · 18 yearsMacon, GA · Adviser representative · Firm CRD 135579
- Chapman Financial Services, LLC– · under a yearMacon, GA · Adviser representative · Firm CRD 145984
- Linsco/Private Ledger Corp.– · 2 yearsWarner Robins, GA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Stephen Anderson is registered as an investment adviser representative in Georgia, since March 2008.
- GeorgiaSince 31 March 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 20 May 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 August 1994 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 July 1994 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stephen Dale Anderson
- CRD
- 2507388
- Firm
- CFS Wealth Management · CRD 135579
- Office
- 1515 Bass Road, Suite D, Macon, GA 31210
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1994
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Stephen Anderson work?
Stephen Anderson is an investment adviser representative registered through CFS Wealth Management, LLC since March 2008, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Anderson a financial advisor?
Yes. Stephen Anderson has a current investment-adviser registration in Georgia, through CFS Wealth Management since March 2008.
How many years of experience does Stephen Anderson have?
Stephen Anderson has 32 years in the financial industry, since August 1994, across 3 adviser firms.
What exams has Stephen Anderson passed?
Stephen Anderson has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in July 1994. FINRA credited Stephen Anderson with the SIE, which began in October 2018.
Where did Stephen Anderson work before CFS Wealth Management?
Before CFS Wealth Management, Stephen Anderson was registered through CFS Wealth Management, LLC, December 2005 to March 2008; Linsco/Private Ledger Corp., March 2003 to November 2005.
Where is Stephen Anderson based?
Stephen Anderson’s registered office is in Macon, GA.
Is Stephen Anderson registered with FINRA?
Yes. Stephen Anderson has a current broker registration, under CRD 2507388.
Source: FINRA BrokerCheck
How can I verify Stephen Anderson’s record?
Search CRD 2507388 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Stephen Anderson’s full registration record.
