Stephanie Moroney
Investment adviser representative at Anchor Capital Advisors LLC
11 yearsExperience
1 stateRegistered in
$2.4BFirm assets
43 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
- Pension consulting
Experience
11 years in the industry.
- Anchor Capital Advisors LLCOct 2023 to now
- Brown Brothers HarrimanJun 2020 to Sep 2023
- Fidelity InvestmentsApr 2019 to Aug 2019
- Columbia Business SchoolAug 2018 to May 2020
- Anchor Capital Advisors LLCJun 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
Anchor Capital Advisors LLC
$2.4BAssets managed
524Clients
16Advisers
43 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
- 8236757
- Firm CRD
- 105540