Stephanie Clark Sharp
Investment adviser representative at Allworth Financial, L.P.
17 yearsExperience
48 statesRegistered in
$33.6BFirm assets
19 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
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Allworth Financial, L.P.Jul 2026 to now
- Aw SecuritiesJul 2026 to now
- UnemployedMar 2026 to Jun 2026
- Transamerica Investors Securities CorporationJan 2018 to Feb 2026
- Transamerica Retirement SolutionsDec 2017 to Feb 2026
- Sage Advisory Services, Ltd. Co.Apr 2009 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 48 states (AK, AL, AR, AZ, CA, CO, CT, DE, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV, WY).
Allworth Financial, L.P.
$33.6BAssets managed
29,297Clients
319Advisers
19 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
- 5525381
- Firm CRD
- 111167