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Stephen Robert Stipe

STREETER MOORE & STIPE LLC·TULSA, Oklahoma
Series 6, Series 7, Series 63, Series 65Clean record27 years registeredSTREETER MOORE & STIPE LLC
4111 S. DARLINGTON, TULSA, OK 74135CRD# 2229770Firm CRD# 118588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Robert Stipe · TULSA, OK
Registration
CRD #2229770 · STREETER MOORE & STIPE LLC · 27 years registered
Brand Profile
Not yet started
01

Career History

WEALTH MANAGEMENT SOLUTIONS
Jul 2018 – present
SMS FINANCIAL & INVESTMENT MANAGEMENT
Jan 1999 – Aug 2018
Bartlesville, OK
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 15, 1999
Years registered · 27
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STREETER MOORE & STIPE LLC
CRD 118588 · SEC 801-68644
AUM
$224M
Regulatory assets under management
Employees
5
265 client accounts
Services offered by STREETER MOORE & STIPE LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STREETER MOORE & STIPE LLC →
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05

Frequently Asked Questions

What services does Stephen Robert Stipe offer?
Stephen Robert Stipe specializes in Financial Planning, Investment Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Stephen Robert Stipe's credentials?
Stephen Robert Stipe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Robert Stipe located?
Stephen Robert Stipe is based in TULSA, Oklahoma, working with STREETER MOORE & STIPE LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Stephen Robert Stipe charge for services?
Stephen Robert Stipe's firm is compensated through percentage of aum, hourly charges, 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 STREETER MOORE & STIPE LLC?
STREETER MOORE & STIPE LLC has approximately 5 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Stephen Henry Streeter
TULSA, OK

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Nearby cities in Oklahoma
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Research
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