Stephanie Havens, financial advisor Albany NY
88 score

Stephanie Havens

CRD Number: 6336574
Current Firm: Edward Jones

Stephanie Havens (CRD# 6336574) is an Investment Advisor Representative working at Edward Jones in Albany, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jun 2014 - Current 2
The Riddell Group LLC Albany, NY Nov 2010 - May 2014 3
Recovery Sports Grill Troy, NY Nov 2010 - Feb 2012 1
New York State Senate - Senator Jeff Klein Albany, NY Feb 2009 - Nov 2010 1
Professional Insurance Agents Association Glenmont, NY Nov 2007 - Feb 2009 1
Smokey Bones Bbq Colonie, NY Aug 2006 - Feb 2009 2
New York State Assembly - Assemblyman Mike Cole Albany, NY Jan 2007 - Jun 2007 < 1
American Eagle Outfitters Albany, NY Jul 2006 - Dec 2006 < 1
Friendlys Restaurant Albany, NY Aug 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Stephanie M. Havens
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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