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Stephanie Elizabeth Meket

Wise Wealth Management, LLC

New York, NY

CRD 2210681

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Employer firm

Wise Wealth Management, LLC CRD 133614

$130M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ESTATE- AND TAX-PLANNING COORDINATION

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

Current Employers
Wise Wealth Management, Llc

100 Park Avenue Suite 1600, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-01
  • NY RA
    APPROVED
    Since 2021-03-01

Branch Locations

100 Park Avenue Suite 1600, New York, NY 10017 • 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
Wise Wealth Management New York NY 12/2004 Present
  • 12/2004 → Present
    Wise Wealth Management
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-02-04
S63 Uniform Securities Agent State Law Examination 2001-06-11
  • S66 Uniform Combined State Law Examination
    2002-02-04
  • S63 Uniform Securities Agent State Law Examination
    2001-06-11
Other Names
  • Stephaine Elizabeth Meket

View on SEC IAPD

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Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

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