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Stefanie Stannard

ALIGN PRIVATE CAPITAL·NAPLES, Florida
Unclaimed Profile
305 FIFTH AVENUE SOUTH, NAPLES, FL 34102CRD# 3248945Firm CRD# 304506
01

About

Stefanie Stannard is a registered financial advisor based in NAPLES, Florida, affiliated with ALIGN PRIVATE CAPITAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ALIGN PRIVATE CAPITAL
ALIGN PRIVATE CAPITAL
AUM
$125M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ALIGN PRIVATE CAPITAL →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3248945
Firm CRD# 304506
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stefanie Stannard offer?
Stefanie Stannard specializes in Retirement Planning, Wealth Management. Contact their office in NAPLES, Florida for a consultation.
What are Stefanie Stannard's credentials?
Stefanie Stannard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefanie Stannard located?
Stefanie Stannard is based in NAPLES, Florida, working with ALIGN PRIVATE CAPITAL. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does Stefanie Stannard charge for services?
Stefanie Stannard's firm is compensated through 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 PRIVATE CAPITAL?
ALIGN PRIVATE CAPITAL has approximately 5 employees and manages $125M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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