Stephanie F Mackara

Current Employers

Employment History

• 01/2014 → 11/2018
  The Wealth Management Alliance Llc
  Charleston, SC
• 02/2014 → 12/2016
  Loring Ward
  San Jose, CA
• 01/2017 → 12/2024
  Charleston Investment Advisors Llc
  Charleston, SC
• 12/2018 → 02/2020
  Bam Advisor Services, Llc. D/B/A Charleston Investment Advisors
  Clayton, MO
• 12/2024 → Present
  Beacon Pointe Advisors, Llc
  Mount Pleasant, SC

Previous Registrations

• 2019-09-19 → 2024-12-31
  Charleston Investment Advisors, Llc
  Mt. Pleasant, SC
  Mt. Pleasant, SC
• 2019-01-08 → 2020-02-04
  Focus Advisor Solutions, Llc
  Mt. Pleasant, SC
  St. Louis, MO
• 2014-01-24 → 2019-01-08
  The Wealth Management Alliance Llc
  San Jose, CA
• 2013-08-14 → 2014-01-17
  Cowen Prime Services Llc
  New York, NY
• 2008-02-08 → 2011-09-12
  Bny Mellon Advisors, Inc.
  New York, NY

Other Businesses

Ms. Mackara is the author of a book titled "Money Minded Families," published by Wiley (expected publication April 2020), and will earn royalties as such. It is an educational book intended to help raise financially well children. This activity is not investment-related. Address: 654 Coleman Blvd., Suite 202, Mount Pleasant, SC 29492. After publication, this activity is not anticipated to constitute any material amount of Ms. Mackara's time.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-01-27
• S65 Uniform Investment Adviser Law Examination
  1997-01-27

Other Names

• Stefanie F Westerberg
• Stephanie Frances Westerberg
• Stephanie Frances Mackara
• Stephanie Westerberg Mackara