Stephanie Joan Terbrock
Investment adviser representative at Elite Life Management LLC
10 yearsExperience
1 stateRegistered in
$147MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Elite Life Management LLCFeb 2021 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2020 to now
- Wells Fargo Clearing ServicesOct 2018 to Jan 2020
- Rhi General GroupJul 2018 to Oct 2018
- Jinsei SushiAug 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Elite Life Management LLC
$147MAssets managed
91Clients
4Advisers
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
- 6989890
- Firm CRD
- 310917