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Stephen Alan Colavito

Investment Adviser Representative at SAN BLAS ADVISORY, INC.

Winter Park, FLCRD #2418662Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
31 yrs
States Registered
4 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Stephen Alan Colavito has worked in the securities industry since 1995. They have passed the Series 65, 63, and 7 examinations. They are registered to provide investment advisory services in Florida, Georgia, Illinois, and Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
FloridaGeorgiaIllinoisPennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/13/1993
Series 63
Uniform Securities Agent State Law Examination
Passed 12/8/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/7/1993

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $1 Million2.00%
$1 Million up to $2 Million1.75%
$2 Million up to $5 Million1.50%
$5 Million up to $10 Million1.25%
$10 Million and up1.00%
Source

SAN BLAS Advisory, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SAN BLAS SECURITIES LLCCurrent
2/25/2025Winter Park, FL
SAN BLAS ADVISORY, INC.Current
6/12/2023Winter Park, FL
SB ADVISORY, LLCCurrent
5/17/2023Winter Park, FL
PERIGON WEALTH MANAGEMENT, LLC
12/15/20216/12/2023Smyrna, GA
LAKEVIEW CAPITAL PARTNERS, LLC
11/1/20181/3/2022Atlanta, GA
ASSET PRESERVATION ADVISORS INC
5/29/20181/2/2019Atlanta, GA
OPPENHEIMER & CO. INC.
5/24/201211/2/2015Atlanta, GA
BARCLAYS CAPITAL INC.
4/5/20105/9/2012Atlanta, GA
DEUTSCHE BANK SECURITIES INC.
6/17/20084/15/2010Atlanta, GA
BEAR, STEARNS & CO. INC.
2/24/20036/26/2008Atlanta, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SAN BLAS ADVISORY, INC.

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View SAN BLAS ADVISORY, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Stephen Alan Colavito has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Stephen Alan Colavito - Financial Advisor in Winter Park, FL | AdvisorFinder