Stephanie Mackara, financial advisor Mount Pleasant SC

Stephanie Mackara

CRD Number: 2758274
Current Firm: Charleston Investment Advisors, LLC

Stephanie Mackara (CRD# 2758274) is an Investment Advisor Representative working at Charleston Investment Advisors, LLC in Mount Pleasant, SC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Charleston Investment Advisors LLC Charleston, SC Jan 2017 - Current 7
Bam Advisor Services, Llc. D/b/a Charleston Investment Advisors Clayton, MO Dec 2018 - Feb 2020 1
The Wealth Management Alliance LLC Charleston, SC Jan 2014 - Nov 2018 4
Loring Ward San Jose, CA Feb 2014 - Dec 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
S65 NASAA Investment Advisors Law Examination Jan 1997
Contact Info for Stephanie F. Mackara
Phone Number: (843) 763-4499
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    141
    MILLIONS
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $518,629
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

SC, TX

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