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Stephanie Marie Scully

Corecap Advisors

Southfield, MI

Mt. Clemens, MI

CRD 7120907

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Employer firm

Corecap Advisors CRD 158819

$3.99B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Corecap Advisors

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-15
MA RA APPROVED 2026-05-19
MS RA APPROVED 2026-02-02
SC RA APPROVED 2025-12-03
IL RA APPROVED 2025-11-12
WI RA APPROVED 2025-07-01
FL RA APPROVED 2024-12-17
MI RA APPROVED 2022-01-18
  • NC RA
    APPROVED
    Since 2026-07-15
  • MA RA
    APPROVED
    Since 2026-05-19
  • MS RA
    APPROVED
    Since 2026-02-02
  • SC RA
    APPROVED
    Since 2025-12-03
  • IL RA
    APPROVED
    Since 2025-11-12
  • WI RA
    APPROVED
    Since 2025-07-01
  • FL RA
    APPROVED
    Since 2024-12-17
  • MI RA
    APPROVED
    Since 2022-01-18

Branch Locations

27777 Franklin Road Suite 700, Southfield, MI 48034 • United States

319 Northbound Gratiot, Mt. Clemens, MI 48034 • 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
Simasko Law Mt. Clemens MI 01/2015 Present
Simasko Financial Mt. Clemens MI 01/2015 Present
  • 01/2015 → Present
    Simasko Law
    Mt. Clemens, MI
  • 01/2015 → Present
    Simasko Financial
    Mt. Clemens, MI
Other Businesses

*Simasko Law / Simasko Financial; Administrative Assistant; Approx. 40-50 hours per month; Approx. 36 hours per month during trading hours; Assist in estate planning signings, appointments, and seminars; Assist in applications for life insurance and annuity sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-18
  • S65 Uniform Investment Adviser Law Examination
    2021-12-18

View on SEC IAPD

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