Stephanie U Taul
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Stephanie U Taul? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Securities, Inc.Feb 2025 to now
- UnemployedOct 2024 to Feb 2025
- J.P. Morgan Securities LLCSep 2023 to Oct 2024
- First Republic Securities Company, LLCApr 2014 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (WA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 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
- 3074762
- Firm CRD
- 39550