Stephanie Geller (CRD# 2524388) is an Investment Advisor Representative working at Miller Howard Investments Inc. in Boca Raton, FL and has over 21 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foreside Fund Services, LLC | Houston, TX | Dec 2015 - Current | 8 |
| Miller/howard Investments Inc. | Houston, TX | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2002 |
| S63 | Uniform Securities State Law Examination | Apr 2016 |
- FL
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Total Assets Under Management3,245MILLIONS
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Total Number of Accounts2,253ACCOUNTS
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Average Account Value$1,440,306
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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