Stephen Gregory Knadle
Investment adviser representative at Ep Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFADesignation
$45.1BFirm 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
- Seminars and workshops
Experience
11 years in the industry.
- Ep Wealth Advisors, LLCJul 2026 to now
- Ep Wealth Advisors, LLCMar 2025 to Jun 2026
- Ep Wealth Advisors, LLCSep 2023 to Feb 2025
- Shuster Advisory GroupDec 2022 to Sep 2023
- UnemployedJul 2022 to Dec 2022
- Fidelity Brokerage Services LLCOct 2015 to Jul 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ep Wealth Advisors
Legal name: Ep Wealth Advisors, LLC.
$45.1BAssets managed
20,738Clients
339Advisers
39 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
- 6576471
- Firm CRD
- 111147