Stephanie Hughes (CRD# 6238388) is an Investment Advisor Representative working at Wiss Private Client Advisors, LLC in Florham Park, NJ and has over 10 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wiss Private Client Advisors, LLC | Livingston, NJ | Jun 2018 - Current | 5 |
| Bank Of America, N.a. | Paramus, NJ | Feb 2015 - Jun 2018 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus, NJ | Dec 2014 - Jun 2018 | 3 |
| Ubs Financial Services Inc. | Paramus, NJ | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management540MILLIONS
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Total Number of Accounts486ACCOUNTS
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Average Account Value$1,110,494
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NJ, NY, TX
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