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Audrey Erin Petrash

Investment adviser representative at Stegent Equity Advisors Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$243.7MFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Stegent Financial Services Pc (formerly Csp)Jan 2022 to now
  2. Stegent Equity Advisors Inc.Aug 2013 to now
  3. Cornelius, Stegent & Price, LLP (csp)Aug 2013 to Dec 2021

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

Stegent Equity Advisors Inc.

$243.7MAssets managed
91Clients
2Advisers
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
7773552
Firm CRD
114518
Advisor's SEC record (opens in a new tab)
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