SG
CFA
SG
CFA

Stephanie Guild

21 Years of Experience
Menlo Park, CA
Broker

Stephanie Guild is a CFA-designated registered investment advisor at Robinhood Asset Management, based in Menlo Park, CA, with 21 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252,664 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
111 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

85 Willow Road, Menlo Park, CA, 94025

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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 a member of the board of directors for the Francine A. LeFrak Foundation. She attends meetings and provides input on programs, dedicating minimal time to this activity.

Employment History
Current Registrations
Robinhood Asset Management
March 2025 - Present · 1 yr 4 mos
Robinhood Financial, LLCBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2009 - November 2021 · 12 yrs 7 mos
J.P. Morgan Institutional Investments INC.Broker
July 2001 - May 2005 · 3 yrs 10 mos
Robert Fleming INC.Broker
September 2000 - May 2001 · 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Stephanie Guild - Financial Advisor | TrueAdvisor