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Stefanie Elizabeth Ceola

BOSTON MOUNTAIN MONEY MANAGEMENT, INC.·ROGERS, Arkansas
Unclaimed Profile
2003 S. HORSEBARN RD, ROGERS, AR 72758CRD# 6935995Firm CRD# 143649
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in Arkansas
LITTLE ROCK (157)FAYETTEVILLE (35)NORTH LITTLE ROCK (24)BENTONVILLE (13)LOWELL (10)
City Guides
LITTLE ROCK GuideFAYETTEVILLE GuideNORTH LITTLE ROCK GuideBENTONVILLE GuideLOWELL Guide
Research
Advisor Fees in ArkansasNational Fee Analysis
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