Stephen Magallanes
Investment adviser representative at Collaborative Wealth
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$653.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Collaborative WealthSep 2018 to now
- Collaborative Wealth Management, Inc. (dba:collaborative Wealth)Aug 2018 to now
- LPL Financial LLCFeb 2018 to now
- Invest Financial CorporationJul 2011 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
Collaborative Wealth
Legal name: Collaborative Wealth Management, Inc.
$653.3MAssets managed
937Clients
14Advisers
12 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
- 5238169
- Firm CRD
- 142106