SD
SD

Stephanie Doran

27 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
509 clients
Average Client Portfolio
$984K average
Assets Under Management
$500.7M

Fee Structure

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Location

12505 Bel-Red Road, Suite 200, Bellevue, WA, 98005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Stephanie is dually registered as an Investment Advisor Representative with Snider Retirement Strategies, Inc. and Northwest Financial Choices, LLC. These entities are not affiliated.

Employment History
Current Registrations
Snider Financial Group
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Northwest Financial Choices
April 2009 - July 2025 · 16 yrs 3 mos
UBS Financial Services INC.
January 1998 - May 2009 · 11 yrs 4 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.