Stephanie Cadenhead, financial advisor Hingham MA
93 score

Stephanie Cadenhead

CRD Number: 4620664
Current Firm: Charles Schwab & Company, Inc.

Stephanie Cadenhead (CRD# 4620664) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Hingham, MA and has over 8 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Hingham MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Hingham MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Hingham MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
Charles Schwab Bank Hingham, MA Apr 2016 - Current < 1
Charles Schwab $ Company, Inc. Hingham, MA Apr 2016 - Current < 1
Voya Financial Braintree, MA Sep 2014 - Apr 2016 1
Voya Financial Advisors Braintree, MA Sep 2014 - Apr 2016 1
Ing Braintree, MA Nov 2011 - Sep 2014 2
Ing Financial Partners Braintree, MA Nov 2011 - Sep 2014 2
Merrill Lynch, Pierce, Fenner & Smith Inc. Boston, MA Sep 2009 - Nov 2011 2
Bank Of America, N.a. Boston, MA Sep 2009 - Nov 2011 2
Unemployed Weymouth, MA Jun 2009 - Sep 2009 < 1
Mtchell Construction Group Medfield, MA Apr 2009 - Jun 2009 < 1
Banc Of America Insurance Services, Inc. Boston, MA Nov 2007 - Mar 2009 1
Ids Life Insurance Company Boston, MA Jan 2003 - Nov 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Stephanie Cadenhead
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.