Stephen Michael Troutman
Investment adviser representative at Troutman Wealth
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$152.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- Troutman WealthMay 2019 to now
- Troutman Wealth Managament, LLCMay 2019 to now
- Troutman Fitness, LLCMar 2008 to now
- Lion Street FinancialJul 2018 to May 2019
- Fsc Securities CorporationJan 2004 to Jul 2018
- Main Line Financial Advisors, LLCJun 2000 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Troutman Wealth
Legal name: Troutman Wealth Management, LLC
$152.5MAssets managed
102Clients
1Advisers
5 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
- 4747105
- Firm CRD
- 301107