Unclaimed Profile

Eric Hayes Stephenson

ALIGN IMPACT, LLC·SANTA MONICA, California

Series 65Clean record6 years registeredALIGN IMPACT, LLC

429 SANTA MONICA BLVD #500, SANTA MONICA, CA 90401CRD# 7246029Firm CRD# 176516

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Hayes Stephenson · SANTA MONICA, CA

Registration

CRD #7246029 · ALIGN IMPACT, LLC · 6 years registered

Brand Profile

Not yet started

Career History

PATHSTONE

Nov 2024 – present

ALIGN IMPACT, LLC

Apr 2020 – Sep 2024

New York, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 15, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALIGN IMPACT, LLC

CRD 176516 · SEC 801-96173

AUM

$728M

Regulatory assets under management

Employees

47 client accounts

Services offered by ALIGN IMPACT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALIGN IMPACT, LLC →

Introduction

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Frequently Asked Questions

What services does Eric Hayes Stephenson offer?

Eric Hayes Stephenson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.

What are Eric Hayes Stephenson's credentials?

Eric Hayes Stephenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Hayes Stephenson located?

Eric Hayes Stephenson is based in SANTA MONICA, California, working with ALIGN IMPACT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Eric Hayes Stephenson charge for services?

Eric Hayes Stephenson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALIGN IMPACT, LLC?

ALIGN IMPACT, LLC has approximately 24 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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