Julia Root (CRD# 7605457) is an Investment Advisor Representative working at Stoney Creek Advisors LLC in Rochester Hills, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Stoney Creek Advisors, LLC | Rochester Hills, MI | Sep 2022 - Current | 1 |
Stoney Creek Advisors | Rochester Hills, MI | Jan 2022 - Current | 2 |
Student | Lake Orion, MI | Sep 2011 - Mar 2022 | 10 |
Aeropostale | Auburn Hills, MI | Nov 2014 - Nov 2020 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- MI
-
Total Assets Under Management38MILLIONS
-
Total Number of Accounts322ACCOUNTS
-
Average Account Value$116,955
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI
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