Stephen Timothy Cully
Investment adviser representative at Advantage Wealth Partners
14 yearsExperience
1 stateRegistered in
$675.5MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Advantage Wealth PartnersMar 2026 to now
- National Benefit Legacy dba Advantage Retirement GroupMar 2026 to now
- Nosh On the BayJun 2025 to Oct 2025
- The Bay HouseSep 2024 to Mar 2025
- Campana Hospitality GroupOct 2021 to Mar 2026
- Pfs Investments IncSep 2021 to Dec 2025
- Seasons 52Jan 2018 to Jul 2021
- The Four SeasonsJan 2017 to Jan 2018
- Dardens RestuarantJun 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Advantage Wealth Partners
Legal name: Tounjian Advisory Partners LLC
$675.5MAssets managed
583Clients
5Advisers
2 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
- 7495479
- Firm CRD
- 329635