AdvisorOS Directory
Claim Profile
Unclaimed Profile
SC

Stefanie Elizabeth Ceola

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.·ROGERS, Arkansas
Clean recordBOSTON MOUNTAIN MONEY MANAGEMENT, INC.
2003 S. HORSEBARN RD, ROGERS, AR 72758CRD# 6935995Firm CRD# 143649

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stefanie Elizabeth Ceola · ROGERS, AR
Registration
CRD #6935995 · BOSTON MOUNTAIN MONEY MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stefanie Elizabeth Ceola is a registered financial advisor based in ROGERS, Arkansas, affiliated with BOSTON MOUNTAIN MONEY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Stefanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stefanie is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BOSTON MOUNTAIN MONEY MANAGEMENT, INC.
BOSTON MOUNTAIN MONEY MANAGEMENT, INC.
AUM
$196M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at BOSTON MOUNTAIN MONEY MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6935995
Firm CRD# 143649
View on FINRA BrokerCheck →

Looking for a financial advisor in ROGERS?

Browse all registered financial advisors in ROGERS, Arkansas or claim this profile if it's yours.

Browse ROGERS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Stefanie Elizabeth Ceola offer?
Stefanie Elizabeth Ceola specializes in Financial Planning, Investment Management. Contact their office in ROGERS, Arkansas for a consultation.
What are Stefanie Elizabeth Ceola's credentials?
Stefanie Elizabeth Ceola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefanie Elizabeth Ceola located?
Stefanie Elizabeth Ceola is based in ROGERS, Arkansas, working with BOSTON MOUNTAIN MONEY MANAGEMENT, INC.. Their office serves clients in the ROGERS metropolitan area and surrounding communities.
How does Stefanie Elizabeth Ceola charge for services?
Stefanie Elizabeth Ceola's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON MOUNTAIN MONEY MANAGEMENT, INC.?
BOSTON MOUNTAIN MONEY MANAGEMENT, INC. has approximately 3 employees and manages $196M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

Shawn Scott Alaniz
BENTONVILLE, AR

More Advisors in ROGERS, Arkansas

Dee Garrison Derryberry
ARVEST INVESTMENTS, INC.·ROGERS, AR
James Lee Mackey
MACH-1 FINANCIAL GROUP, LLC·ROGERS, AR
John Michael Hudson
HEXAGON CAPITAL PARTNERS, LLC·ROGERS, AR
Philip A Kapler
WILLOW FINANCIAL LLC·ROGERS, AR
Joshua Ryan Mccaslin
HEXAGON CAPITAL PARTNERS, LLC·ROGERS, AR
Steven Michael Schmitt
WILLOW FINANCIAL LLC·ROGERS, AR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arkansas
LITTLE ROCK (155)FAYETTEVILLE (35)NORTH LITTLE ROCK (24)BENTONVILLE (13)LOWELL (10)MAGNOLIA (8)RUSSELLVILLE (6)SEARCY (4)CONWAY (4)HOT SPRINGS (4)
City Guides
LITTLE ROCK GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideBENTONVILLE GuideLOWELL Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
Request removal of this profile