Trustee · Stephenson and Company, Inc.
Briana J. Stephenson
CRD 5541068 · Named on Form ADV at one SEC-registered adviser
At a glance
Stephenson and Company, Inc., an SEC-registered wealth manager based in SAN Clemente, CA with $447 million in regulatory assets, lists Briana J. Stephenson on its Form ADV as Trustee, a control person.
Firms and roles
- Stephenson and Company, Inc.TrusteeWealth manager · SAN Clemente, CA · $447M in regulatory assets
AtlasMembers
Briana’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Bradley StephensonPresident/cco, Stephenson and Company, Inc.
- Riley S. StephensonShareholder/chief Financial Officer, Stephenson and Company, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Briana’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.