Stephanie MackCRD Number: 6323515
Current Firm: Vanguard Advisers, Inc.
Stephanie Mack (CRD# 6323515) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 7 years of experience in the finance industry.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Vanguard Group, Inc.||Malvern, PA||Apr 2014 - Current||7|
|Behavior Interventions Inc.||King Of Prussia, PA||Sep 2013 - Feb 2014||< 1|
|Unemployed||Blue Bell, PA||Jun 2013 - Aug 2013||< 1|
|Villanova University||Villanova, PA||Aug 2011 - May 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2014|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, WY
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