Stephanie Haase is a CFA, CFP-designated registered investment advisor, based in Albany, NY, with 13 years of industry experience.
Location
677 Broadway, 12th Floor, Albany, NY, 12207
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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 is an owner of Haase Family Advisors and an advisor for Steward Partners Investment Advisory LLC, dedicating minimal time to each. She also works as an agent for Steward Partners Global Advisory installing insurance products, also dedicating minimal time to this activity.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Meritage Capital, L.P.
Goldman, Sachs & CO.Broker
State Registrations22 states
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