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Stephanie Jean Ohl

GLENROCK CAPITAL ADVISERS, LLC·PURCHASE, New York
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2900 WESTCHESTER AVENUE, PURCHASE, NY 10577CRD# 3135278Firm CRD# 144087
01

About

Stephanie Jean Ohl is a registered financial advisor based in PURCHASE, New York, affiliated with GLENROCK CAPITAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
GLENROCK CAPITAL ADVISERS, LLC
GLENROCK CAPITAL ADVISERS, LLC
AUM
$798M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GLENROCK CAPITAL ADVISERS, LLC →
Services
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Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3135278
Firm CRD# 144087
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Jean Ohl offer?
Stephanie Jean Ohl specializes in Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Stephanie Jean Ohl's credentials?
Stephanie Jean Ohl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Jean Ohl located?
Stephanie Jean Ohl is based in PURCHASE, New York, working with GLENROCK CAPITAL ADVISERS, LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Stephanie Jean Ohl charge for services?
Stephanie Jean Ohl'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 GLENROCK CAPITAL ADVISERS, LLC?
GLENROCK CAPITAL ADVISERS, LLC has approximately 2 employees and manages $798M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PURCHASE
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Nearby cities in New York
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