Stephanie Marie Cunningham
Investment adviser representative at Carmel Capital Partners, LLC
9 yearsExperience
1 stateRegistered in
$434.3MFirm assets
21 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.
- Portfolio management
Experience
9 years in the industry.
- Carmel Capital Partners, LLCJun 2023 to now
- Dm Brenner, Inc.Jan 2023 to Jun 2023
- Beta Wealth GroupAug 2021 to Jan 2023
- UnemployedJan 2021 to Aug 2021
- Trilogy FinancialJan 2014 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Carmel Capital Partners, LLC
$434.3MAssets managed
263Clients
5Advisers
21 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
- 6283428
- Firm CRD
- 123907