Stephanie Mccullough
Stephanie Mccullough is a registered investment advisor at Private Advisor Group, LLC, based in Berwyn, PA, with 28 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
1055 Westlakes Drive, Suite 300, Berwyn, PA, 19312
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephanie uses American Financial Management Group and Sofia Financial as business names for her investment advice through Private Advisor Group, dedicating nearly full-time hours to this. Stephanie also holds an insurance license and may recommend insurance products on a commission basis, but devotes minimal time to this.
Employment History
Current Registrations
Private Advisor Group, LLC
Previous Registrations
Triad Advisors LLCBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
American Financial Management Group, LTD.
Ifg Russell Advisors INC
Walnut Street Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.