Stephanie Wo Roncal
Investment adviser representative at Bailard, Inc.
18 yearsExperience
3 statesRegistered in
$7.6BFirm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Bailard, Inc.Dec 2021 to now
- Wells Fargo Investment Institute, IncNov 2021 to Dec 2021
- Wells Fargo Private Investment Advisors, LLCJan 2003 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, NE, TX).
Bailard, Inc.
$7.6BAssets managed
1,137Clients
40Advisers
54 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
- 4622788
- Firm CRD
- 110550