Stephanie Peddy
Stephanie Peddy is a registered investment advisor at Cetera Investment Advisers LLC, based in San Angelo, TX, with 13 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
515 W Harris, Suite 200, San Angelo, TX, 76902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephanie works as a financial services coordinator for Armstrong, Backus & Co. PC, dedicating about 10-20% of her time to setting up new clients, depositing checks, compliance, and other administrative tasks. She also works as a Manager for Armstrong, Backus & Co., LLP, providing accounting services and handling firm payroll, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations6 states
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