Stephanie Florence lise Hughes
Investment adviser representative at Wiss Private Client Advisors, LLC
12 yearsExperience
1 stateRegistered in
$1.2BFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Wiss & Company, LLPJun 2018 to now
- Wiss Private Client Advisors, LLCJun 2018 to now
- Bank of America, N.A.Feb 2015 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wiss Private Client Advisors, LLC
$1.2BAssets managed
186Clients
7Advisers
7 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
- 6238388
- Firm CRD
- 286319