Stephanie Roth (CRD# 5636965) is an Investment Advisor Representative working at Crowdstreet Advisors, LLC in Dunedin, FL and has over 12 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crowdstreet Capital LLC | Austin, TX | Aug 2021 - Current | 2 |
| Crowdstreet Advisors, LLC | Austin, TX | Aug 2021 - Current | 2 |
| Crowdstreet Inc. | Austin, TX | Aug 2021 - Current | 2 |
| Financial Engines Advisors LLC | Sunnyvale, CA | Nov 2018 - Jul 2021 | 2 |
| Ef Legacy Securities, LLC | Fairfax, VA | Apr 2016 - Oct 2019 | 3 |
| Edelman Financial Services LLC | Fairfax, VA | May 2015 - Nov 2018 | 3 |
| Sanders Morris Harris Inc. | Houston, TX | Sep 2014 - Apr 2016 | 1 |
| Summit Brokerage Services | Boca Raton, FL | Oct 2012 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2011 |
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- TX
-
Total Assets Under Management509MILLIONS
-
Total Number of Accounts220ACCOUNTS
-
Average Account Value$2,311,702
- 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)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AZ, CA, CO, FL, IL, LA, MN, NE, NH, NJ, NV, NY, OR, TX, UT, VA, WA
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