Stephanie Farella
Stephanie Farella is a CFP-designated registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 9 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
520 Madison Avenue, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Jefferies LLCBroker
Jefferies Investment Advisers LLC
Jefferies LLC
Previous Registrations
Calamos Wealth Management LLC
Calamos Financial Services LLCBroker
Morgan Stanley
Morgan StanleyBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
State Registrations53 states
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