Stephen Mehr has been an investment adviser representative at Forthright Capital Advisory since July 2026, and is not listed among the firm’s executive officers or direct owners.
Forthright Capital Advisory LLC is a Las Vegas, NV firm with $108M under management, 987 clients and 21 advisers across 20 offices, as of its August 2026 filing.
Stephen Mehr’s longest registration was 3 years at Brookstone Capital Management LLC (2022–2025). Before joining Forthright Capital Advisory in 2026, Stephen Mehr was registered through Secure Investment Management, LLC and Brookstone Capital Management LLC.
- Forthright CapitalCurrent– present · under a yearTucson, AZ · Adviser representative · Firm CRD 323596
- Secure Investment Management, LLC– · 1 yearTucson, AZ · Adviser representative · Firm CRD 141195
- Brookstone Capital Management LLC– · 3 yearsTucson, AZ · Adviser representative · Firm CRD 141413
Investment adviser representative registrations
Stephen Mehr is registered as an investment adviser representative in Arizona, since July 2026.
- ArizonaSince 20 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 April 2022 |
| SIE | Securities Industry Essentials Examination | 16 October 2020 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 24 July 2013 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 June 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 March 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Stephen Quentin Glenn Mehr
- CRD
- 6166445
- Firm
- Forthright Capital Advisory · CRD 323596
- Office
- 6760 N. ORACLE RD., SUITE 130, Tucson, AZ 85704
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephen Mehr work?
Stephen Mehr is an investment adviser representative registered through Forthright Capital Advisory LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Mehr a financial advisor?
Yes. Stephen Mehr has a current investment-adviser registration in Arizona, through Forthright Capital Advisory since July 2026.
How many years of experience does Stephen Mehr have?
Stephen Mehr has 4 years in the financial industry, since June 2022, across 3 adviser firms.
What exams has Stephen Mehr passed?
Stephen Mehr has passed 5 licensing exams: the Series 6, Series 63, Series 26, SIE and Series 65. The earliest, the Series 6, was passed in March 2013.
Where did Stephen Mehr work before Forthright Capital Advisory?
Before Forthright Capital Advisory, Stephen Mehr was registered through Secure Investment Management, LLC, June 2025 to June 2026; Brookstone Capital Management LLC, May 2022 to July 2025.
Where is Stephen Mehr based?
Stephen Mehr’s registered office is in Tucson, AZ.
Is Stephen Mehr registered with FINRA?
No. Stephen Mehr has no current broker registration.
How can I verify Stephen Mehr’s record?
Search CRD 6166445 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Mehr’s full registration record.
