Stephanie Ramachandran
Stephanie Ramachandran is a registered investment advisor at Veridian Capital Partners, based in Frederick, MD, with 24 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 762 clients with $470M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning and consulting services are offered on an hourly or flat fee basis.
- The maximum hourly fee is $400.
- Flat fees range from $500 to $10,000.
Location
7101 Guilford Drive,, Suite 104, Frederick, MD, 21704
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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 Activities
Stephanie works as a paraplanner for Diversified Business Associates since 2012 and as a financial planner for Veridian Capital Partners since 2021, both involving financial planning and trading securities. These activities take nearly full-time hours each month.
Employment History
Current Registrations
Veridian Capital Partners
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations1 state
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