Unclaimed Profile

Stefanie Elizabeth Ceola

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.·ROGERS, Arkansas

Series 65Clean record7 years registeredBOSTON 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. · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

Oct 2018 – Jun 2022

BENTONVILLE, AR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 12, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

CRD 143649 · SEC 801-118394

AUM

$196M

Regulatory assets under management

Employees

410 client accounts

Services offered by BOSTON MOUNTAIN MONEY MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BOSTON MOUNTAIN MONEY MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Stefanie Elizabeth Ceola offer?

Stefanie Elizabeth Ceola specializes in Financial Planning, Investment Management.

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, last registered with BOSTON MOUNTAIN MONEY MANAGEMENT, INC..

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.

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