Mary Ellen Brennan
Investment adviser representative at Stone Steps Financial, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$146.6MFirm 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
- Pension consulting
Experience
11 years in the industry.
- Stone Steps Financial, LLCAug 2019 to now
- Dowling & Yanke, LLCJul 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stone Steps Financial, LLC
$146.6MAssets managed
138Clients
4Advisers
1 yearIn 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
- 5716708
- Firm CRD
- 175289