Stephanie Jill Haase

Employer firm

Steward Partners Investment Advisory, LLC CRD 283004

$36.7B regulatory AUM 9,667 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• FINANCIAL CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 12/2018
  Unemployed
  Schenectady, NY
• 01/2019 → 05/2022
  Raymond James Financial Services
  Albany, NY
• 01/2019 → Present
  Steward Partners Global Advisory, Llc
  Albany, NY
• 01/2019 → Present
  Steward Partners Investment Advisory Llc
  Albany, NY
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Albany, NY

Previous Registrations

• 2004-03-31 → 2007-07-16
  Meritage Capital
  Austin, TX

Other Businesses

(1) Name of Business: Haase Family Advisors Address: 677 Broadway Fl 12, Albany, NY, 12207, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/13/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial advisor (2) Name of Business: Steward Partners Global Advisory Address: 677 Broadway Fl 12, Albany, NY, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: No Start Date: 07/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install insurance products listed.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-01-25

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Stephanie Jill Haase
• Stephanie Jill Haase Roberts