Stephanie Lynn Anderson
Investment adviser representative at Councilor Wealth LLC
10 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$316.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Councilor Wealth LLCJan 2024 to now
- Councilor, Buchanan & MitchellDec 2023 to now
- May Barnhard Investments LLCDec 2023 to now
- Mariner Wealth AdvisorsJan 2022 to Dec 2023
- Mercer Global Advisors Inc.Jan 2019 to Dec 2021
- Anderson - Hamlin ConsultingMay 2016 to Dec 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, VA).
Councilor Wealth LLC
$316.9MAssets managed
197Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2012280
- Firm CRD
- 170858