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Stephanie Ann Hebert-Roscoe

WAYSTONE ADVISORS LLC·REDMOND, Washington
Clean recordWAYSTONE ADVISORS LLC
9210 218TH AVENUE NE, REDMOND, WA 98053CRD# 7971773Firm CRD# 328565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Ann Hebert-Roscoe · REDMOND, WA
Registration
CRD #7971773 · WAYSTONE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephanie Ann Hebert-Roscoe is a registered financial advisor based in REDMOND, Washington, affiliated with WAYSTONE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WAYSTONE ADVISORS LLC
WAYSTONE ADVISORS LLC
AUM
$111M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WAYSTONE ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7971773
Firm CRD# 328565
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Ann Hebert-Roscoe offer?
Stephanie Ann Hebert-Roscoe specializes in Financial Planning, Investment Management. Contact their office in REDMOND, Washington for a consultation.
What are Stephanie Ann Hebert-Roscoe's credentials?
Stephanie Ann Hebert-Roscoe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Ann Hebert-Roscoe located?
Stephanie Ann Hebert-Roscoe is based in REDMOND, Washington, working with WAYSTONE ADVISORS LLC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.
How does Stephanie Ann Hebert-Roscoe charge for services?
Stephanie Ann Hebert-Roscoe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WAYSTONE ADVISORS LLC?
WAYSTONE ADVISORS LLC has approximately 10 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WAYSTONE ADVISORS LLC

Savana Reynolds
REDMOND, WA
Austin Douglas Dean
REDMOND, WA

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