Stephanie Lynn West
Investment adviser representative at Truedge Asset Management LLC
13 yearsExperience
1 stateRegistered in
$0Firm assets
3 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Blue Diamond Securities of AmericaJun 2025 to now
- Truedge Asset Management LLCNov 2024 to now
- Bristal Lane GroupJan 2022 to now
- Igm BrokerageJul 2023 to May 2024
- Ix SecuritiesNov 2022 to Jul 2023
- Great Point Capital, LLCJan 2022 to Oct 2022
- Sbc Wealth ManagementNov 2019 to Jan 2022
- Wallington Asset ManagementOct 2019 to Nov 2019
- David A. NoyesJul 2017 to Oct 2019
- City Securities CorporationJan 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Truedge Asset Management LLC
$0Assets managed
0Clients
3Advisers
3 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
- 6151646
- Firm CRD
- 323442