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Vered Alexandra Frank

Stackwealth LLC

New York, NY

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Current Employers
Stackwealth Llc

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-17
  • NY RA
    APPROVED
    Since 2025-07-17

Branch Locations

New York, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. San Francisco CA 07/2016 05/2019
Stackwealth Llc New York NY 03/2025 Present
Farther New York NY 11/2019 04/2020
Vise New York NY 01/2021 02/2022
Seeds New York NY 03/2022 06/2023
N/A New York NY 07/2023 02/2025
N/A New York NY 05/2019 10/2019
N/A New York NY 05/2020 12/2020
  • 07/2016 → 05/2019
    Charles Schwab & Co., Inc.
    San Francisco, CA
  • 03/2025 → Present
    Stackwealth Llc
    New York, NY
  • 11/2019 → 04/2020
    Farther
    New York, NY
  • 01/2021 → 02/2022
    Vise
    New York, NY
  • 03/2022 → 06/2023
    Seeds
    New York, NY
  • 07/2023 → 02/2025
    N/A
    New York, NY
  • 05/2019 → 10/2019
    N/A
    New York, NY
  • 05/2020 → 12/2020
    N/A
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-11-10
  • S63 Uniform Securities Agent State Law Examination
    2003-11-10
Designations
Other Names
  • Vered Lamerton
  • Vered Alexandra Lamerton
  • Vered A Frank
  • Vered Frank

View on SEC IAPD

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