Unclaimed Profile

Stephanie Anne Roth

CROWDSTREET ADVISORS, LLC·AUSTIN, Texas

SIE, Series 4, Series 7, Series 7TO, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record11 years registeredCROWDSTREET ADVISORS, LLC

98 SAN JACINTO BOULEVARD, AUSTIN, TX 78701CRD# 5636965Firm CRD# 299176

Profile Verification

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

Identity

Stephanie Anne Roth · AUSTIN, TX

Registration

CRD #5636965 · CROWDSTREET ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROWDSTREET ADVISORS, LLC

CROWDSTREET ADVISORS, LLC

Oct 2021 – Jun 2026

Dunedin, FL

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2018 – Aug 2021

FAIRFAX, VA

EDELMAN FINANCIAL SERVICES, LLC

Jun 2015 – Nov 2018

FAIRFAX, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 7TO

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · June 4, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CROWDSTREET ADVISORS, LLC

CRD 299176 · SEC 801-114281

AUM

$309M

Regulatory assets under management

Employees

30 client accounts

Services offered by CROWDSTREET ADVISORS, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at CROWDSTREET ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Stephanie Anne Roth offer?

Stephanie Anne Roth specializes in Investment Management, Retirement Planning, Fee-Only Advisory.

What are Stephanie Anne Roth's credentials?

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

Where is Stephanie Anne Roth located?

Stephanie Anne Roth is based in AUSTIN, Texas, last registered with CROWDSTREET ADVISORS, LLC.

How does Stephanie Anne Roth charge for services?

Stephanie Anne Roth'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 CROWDSTREET ADVISORS, LLC?

CROWDSTREET ADVISORS, LLC has approximately 17 employees and manages $309M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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