Stephanie Fenster (CRD# 5012196) is an Investment Advisor Representative working at Itero Capital, LLC in Tiburon, CA and has over 18 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Standard Pacific Capital | San Francisco, CA | Jun 2015 - Mar 2016 | < 1 |
| Outpoint Capital | San Francisco, CA | Mar 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- CA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$6,978,354
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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