Unclaimed Profile

Stephanie J. Bowyer

CANDOR WEALTH ADVISORS LLC·SUMMIT, New Jersey

Clean record13 years registeredCANDOR WEALTH ADVISORS LLC

129 SUMMIT AVENUE, SUMMIT, NJ 07901CRD# 5759382Firm CRD# 147557

Profile Verification

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

Identity

Stephanie J. Bowyer · SUMMIT, NJ

Registration

CRD #5759382 · CANDOR WEALTH ADVISORS LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CANDOR WEALTH ADVISORS LLC

LODESTAR ADVISORY GROUP, LLC

May 2017 – Dec 2017

Short Hills, NJ

AEPG WEALTH STRATEGIES

Jun 2013 – Mar 2017

WARREN, NJ

LENOX ADVISORS, INC.

Feb 2013 – May 2013

NEW YORK, NY

CANDOR WEALTH ADVISORS LLC

Nov 2012 – Jan 2013

SUMMIT, NJ

Registrations & Exams

Registration record

First registered · November 14, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANDOR WEALTH ADVISORS LLC

CRD 147557 · SEC 801-69415

AUM

$226M

Regulatory assets under management

Employees

484 client accounts

Services offered by CANDOR WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CANDOR WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Stephanie J. Bowyer offer?

Stephanie J. Bowyer specializes in Financial Planning, Investment Management.

What are Stephanie J. Bowyer's credentials?

Stephanie J. Bowyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephanie J. Bowyer located?

Stephanie J. Bowyer is based in SUMMIT, New Jersey, last registered with CANDOR WEALTH ADVISORS LLC.

How does Stephanie J. Bowyer charge for services?

Stephanie J. Bowyer's firm is compensated through percentage of aum, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANDOR WEALTH ADVISORS LLC?

CANDOR WEALTH ADVISORS LLC has approximately 8 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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