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Stephanie Neuland Brill

AMERICAN TRUST INVESTMENT ADVISORS, LLC·LEBANON, New Hampshire
Clean recordAMERICAN TRUST INVESTMENT ADVISORS, LLC
67 ETNA ROAD, LEBANON, NH 03766-1358CRD# 5115511Firm CRD# 114439

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Neuland Brill · LEBANON, NH
Registration
CRD #5115511 · AMERICAN TRUST INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephanie Neuland Brill is a registered financial advisor based in LEBANON, New Hampshire, affiliated with AMERICAN TRUST INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
AMERICAN TRUST INVESTMENT ADVISORS, LLC
AMERICAN TRUST INVESTMENT ADVISORS, LLC
AUM
$308M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AMERICAN TRUST INVESTMENT ADVISORS, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5115511
Firm CRD# 114439
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Neuland Brill offer?
Stephanie Neuland Brill specializes in Investment Management, Fee-Only Advisory. Contact their office in LEBANON, New Hampshire for a consultation.
What are Stephanie Neuland Brill's credentials?
Stephanie Neuland Brill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Neuland Brill located?
Stephanie Neuland Brill is based in LEBANON, New Hampshire, working with AMERICAN TRUST INVESTMENT ADVISORS, LLC. Their office serves clients in the LEBANON metropolitan area and surrounding communities.
How does Stephanie Neuland Brill charge for services?
Stephanie Neuland Brill's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN TRUST INVESTMENT ADVISORS, LLC?
AMERICAN TRUST INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $308M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMERICAN TRUST INVESTMENT ADVISORS, LLC

Andrew Carey Callaghan
LEBANON, NH
Paul Harker Collins
LEBANON, NH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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