Stephen Colavito is a registered investment advisor, based in Atlanta, GA, with 30 years of industry experience.
Location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184
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Regulatory History (1)
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Employment Separation After Allegations
April 2012Other Business Activities
Stephen consults with Enverra Partners and is a council member at Gerson Lehrman Group, both non-investment-related consulting roles. These activities take a few hours per week and minimal time, respectively.
Employment History
Current Registrations
San Blas Securities LLCBroker
February 2025 - Present · 1 yr 2 mos
San Blas Securities LLC
February 2025 - Present · 1 yr 2 mos
San Blas Advisory, INC.
June 2023 - Present · 2 yrs 10 mos
Sb Advisory, LLC
May 2023 - Present · 2 yrs 11 mos
Previous Registrations
Perigon Wealth Management, LLC
December 2021 - June 2023 · 1 yr 6 mos
Lakeview Capital Partners, LLC
November 2018 - January 2022 · 3 yrs 2 mos
Asset Preservation Advisors INC
May 2018 - January 2019 · 8 mos
Enverra Capital LLCBroker
October 2017 - September 2024 · 6 yrs 11 mos
Oppenheimer & CO. INC.
May 2012 - November 2015 · 3 yrs 6 mos
Oppenheimer & CO. INC.Broker
May 2012 - November 2015 · 3 yrs 6 mos
Barclays Capital INC.
April 2010 - May 2012 · 2 yrs 1 mo
Barclays Capital INC.Broker
April 2010 - May 2012 · 2 yrs 1 mo
Deutsche Bank Securities INC.
June 2008 - April 2010 · 1 yr 10 mos
Deutsche Bank Securities INC.Broker
June 2008 - April 2010 · 1 yr 10 mos
Bear, Stearns & CO. INC.
February 2003 - June 2008 · 5 yrs 4 mos
Bear, Stearns & CO. INC.Broker
May 2002 - June 2008 · 6 yrs 1 mo
Raymond James & Associates, INC.Broker
March 1997 - May 2002 · 5 yrs 2 mos
The Robinson-Humphrey Company INC.Broker
December 1993 - April 1997 · 3 yrs 4 mos
State Registrations5 states
FLGAILPATX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.