Stephanie Midler
Stephanie Midler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 24 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
2600 North Military Trail Suite 240, Floor 2, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2015Other Business Activities
Stephanie is a finance/investment committee member at Adolph and Rose Levis Jewish Community Center, dedicating minimal time. She also has ownership stakes in Manager Wealth Management LLC and Finet Practice LLC, taking about three-quarters of her time for Manager Wealth Management LLC and minimal time for Finet Practice LLC. Finally, Stephanie is a trustee for her son, spending minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations20 states
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