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Pamela Mae Harper

STONERIDGE INVESTMENT PARTNERS LLC·MALVERN, Pennsylvania
Clean recordSTONERIDGE INVESTMENT PARTNERS LLC
301 LINDENWOOD DRIVE, MALVERN, PA 19355CRD# 2802400Firm CRD# 109261

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Pamela Mae Harper · MALVERN, PA
Registration
CRD #2802400 · STONERIDGE INVESTMENT PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Pamela Mae Harper is a registered financial advisor based in MALVERN, Pennsylvania, affiliated with STONERIDGE INVESTMENT PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STONERIDGE INVESTMENT PARTNERS LLC
STONERIDGE INVESTMENT PARTNERS
AUM
$243M
Regulatory assets under management
Employees
10
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2802400
Firm CRD# 109261
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Pamela Mae Harper offer?
Pamela Mae Harper specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MALVERN, Pennsylvania for a consultation.
What are Pamela Mae Harper's credentials?
Pamela Mae Harper is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Pamela Mae Harper located?
Pamela Mae Harper is based in MALVERN, Pennsylvania, working with STONERIDGE INVESTMENT PARTNERS LLC. Their office serves clients in the MALVERN metropolitan area and surrounding communities.
How does Pamela Mae Harper charge for services?
Pamela Mae Harper'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 STONERIDGE INVESTMENT PARTNERS LLC?
STONERIDGE INVESTMENT PARTNERS LLC has approximately 10 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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