SR
Stephanie Roth
from Crowdstreet Advisors, LLC
Stephanie Roth is a financial advisor based in Texas, Austin,
with 13 years of experience. Stephanie currently works for
Crowdstreet Advisors, LLC.
Stephanie maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Stephanie Roth works at Crowdstreet Advisors, LLC
Crowdstreet Advisors, LLC is a financial advisory firm based in Austin, Texas. It currently has approximately $520,944,179 of assets under management and employs about 17 people. Crowdstreet Advisors, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
5 years
Fee structure
and a percentage of assets under your management
Office location
98 San Jacinto Boulevard, Suite 400, Austin, Texas, 78701
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting