Stephanie Danielle Waskey

Employer firm

Aegis Wealth Management, Inc. CRD 301990

$216M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2026 → Present
  Aegis Wealth Management, Inc.
  Guthrie Center, IA
• 04/2017 → Present
  Harford Life Group Inc
  Bel Air, MD
• 11/2022 → Present
  Harford County Public Schools
  Bel Air, MD
• 07/2012 → 04/2017
  Homemaker
  Bel Air, MD
• 08/2026 → Present
  Harford Wealth Group Inc.
  Bel Air, MD

Other Businesses

~1) Harford Life Group Inc; Investment-related; 103 N Main St. Suite B, Bel Air, MD 21014; Nature: Insurance Agency; Position: Data Entry, Secretarial; Start: 04/2017 to Present; Approximately 4 hours/month with all hours during securities trading hours. ~2) Harford County Public Schools; Not investment-related; Bel Air, MD; Nature: Education; Position: Daily and Long Term Substitute Teacher; Start: 11/2022; Hours vary, Approximately 25 hours/month with all hours during securities trading hours. ~3) Harford Wealth Group Inc.; Investment-related; Bel Air, MD; Nature: Financial Planning; Position: Admin; Start: 08/2026; Approximately 80 hours/month with all hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-04

Other Names

• Stephanie Danielle Nussear