Stephanie Patrice Tredway
Investment adviser representative at Flagstone Financial Management, LLC
7 yearsExperience
1 stateRegistered in
$467.8MFirm assets
9 yearsFirm in business
Are you Stephanie Patrice Tredway? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
7 years in the industry.
- Flagstone Financial Management, LLCDec 2016 to now
- Executive Wealth ManagementJan 2016 to Jan 2017
- LPL Financial LLCAug 2010 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NE).
Flagstone Financial Management, LLC
$467.8MAssets managed
353Clients
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
- 5452046
- Firm CRD
- 285484