Stephanie Ackler
Stephanie Ackler is a registered investment advisor at Wells Fargo Advisors, based in Westerly, RI, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Westerly, RI
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2004Customer Dispute
July 2002Other Business Activities
Stephanie is involved in several organizations, including the New York Society of Security Analysts and the Women Presidents Organization, and serves on investment committees for Northfield Mount Hermon Endowment. Stephanie also owns 100% of Ackler Wealth Management, LLC and 50% of AKD Wealth Partners, LLC, dedicating minimal time and about 10-20% of her time, respectively.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Tucker Anthony IncorporatedBroker
State Registrations30 states
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