Unclaimed Profile

Stephanie G Bogden

EWA, LLC·PITTSBURGH, Pennsylvania

SIE, Series 7, Series 9, Series 10, Series 63, Series 65, Series 66Clean record23 years registeredEWA, LLC

381 MANSFIELD AVE, PITTSBURGH, PA 15220CRD# 4558684Firm CRD# 308977

Profile Verification

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

Identity

Stephanie G Bogden · PITTSBURGH, PA

Registration

CRD #4558684 · EWA, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CONFLUENCE FINANCIAL PARTNERS

Nov 2024 – present

EWA, LLC

Jun 2022 – Oct 2024

PITTSBURGH, PA

NEWEDGE ADVISORS

Feb 2022 – May 2022

Canonsburg, PA

CHARLES SCHWAB & CO., INC.

Jul 2008 – Jan 2011

PHOENIX, AZ

WACHOVIA SECURITIES, LLC

Apr 2008 – Jun 2008

PHOENIX, AZ

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jul 2003 – Jul 2003

PITTSBURGH, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · July 9, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EWA, LLC

CRD 308977 · SEC 801-118806

AUM

$408M

Regulatory assets under management

Employees

1,949 client accounts

Services offered by EWA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EWA, LLC →

Introduction

Speak with Stephanie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephanie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PITTSBURGH?

Browse all registered financial advisors in PITTSBURGH, Pennsylvania or claim this profile if it's yours.

Browse PITTSBURGH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephanie G Bogden offer?

Stephanie G Bogden specializes in Financial Planning, Investment Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are Stephanie G Bogden's credentials?

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

Where is Stephanie G Bogden located?

Stephanie G Bogden is based in PITTSBURGH, Pennsylvania, working with EWA, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does Stephanie G Bogden charge for services?

Stephanie G Bogden'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 EWA, LLC?

EWA, LLC has approximately 9 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →