Warren James Stean
Investment adviser representative at Liberty Wealth Managers
17 yearsExperience
1 stateRegistered in
$59.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Liberty Wealth ManagersMay 2022 to now
- Atlantica Wealth, LLCMay 2019 to now
- Westfuller AdvisorsMay 2019 to Mar 2023
- Alexander Peter Wealth ManagementAug 2017 to May 2019
- Beacon Global Advisor Network, LLCAug 2017 to May 2019
- Abbey Financial SolutionsNov 2009 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Liberty Wealth Managers
Legal name: Liberty Wealth Managers LLC
$59.9MAssets managed
114Clients
1Advisers
3 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
- 7038965
- Firm CRD
- 322131