Stephen Morgan Pease
Investment adviser representative at Dynamic
24 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5.6BFirm assets
Are you Stephen Morgan Pease? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- DynamicMar 2018 to now
- Dynamic Wealth Advisors dba Oxford Financial PlannersMar 2018 to now
- Mountain CapitalDec 2002 to now
- Oxford Asset ManagementJan 2006 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 2 states (CO, NM).
Dynamic
Legal name: Dynamic Advisor Solutions LLC
$5.6BAssets managed
5,634Clients
75Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4667224
- Firm CRD
- 151367