Stephanie Chow
Investment adviser representative at Harold Davidson & Associates, Inc
11 yearsExperience
1 stateRegistered in
$390.5MFirm assets
52 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Harold Davidson & Associates, IncJun 2025 to now
- Ses LLCAug 2023 to May 2025
- Seia LLCJan 2022 to May 2025
- UBSJan 2020 to Oct 2021
- Dee Lee DesignsApr 2019 to Dec 2019
- Mcconnell's Fine Ice CreamFeb 2017 to Feb 2019
- StudentAug 2015 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Harold Davidson & Associates, Inc
$390.5MAssets managed
249Clients
4Advisers
52 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
- 7221549
- Firm CRD
- 110994