Stephanie Bailey (CRD# 5833529) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in York, PA and has over 13 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Janney Montgomery Scott LLC | York, PA | Aug 2022 - Current | 1 |
| Janney Montgomery Scott, LLC | York, PA | Aug 2022 - Aug 2022 | < 1 |
| Wells Fargo Clearing Services LLC | Lemoyne, PA | May 2018 - Aug 2022 | 4 |
| Wells Fargo Clearing Services LLC | Lemoyne, PA | Apr 2018 - May 2018 | < 1 |
| Pnc Investments LLC | Camp Hill, PA | Dec 2014 - Apr 2018 | 3 |
| Wells Fargo Clearing Services, LLC | Reading, PA | Nov 2017 - Dec 2017 | < 1 |
| Wells Fargo Advisors, LLC | Camp Hill, PA | Mar 2013 - Oct 2014 | 1 |
| Wells Fargo Bank An | Camp Hill, PA | Mar 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- AZ
- FL
- GA
- PA
- TX
-
Total Assets Under Management85,895MILLIONS
-
Total Number of Accounts226,034ACCOUNTS
-
Average Account Value$380,010
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Educational seminars/workshops
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.