Stefanie Dziedzic Crowe

Employer firm

Equita Financial Network, Inc. CRD 277031

$391M regulatory AUM 68 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2016 → 06/2020
  Stone Bridge Asset Management, Llc
  Chattanooga, TN
• 06/2020 → Present
  Equita Financial Network, Inc.
  Fort Washington, PA

Previous Registrations

• 2017-03-03 → 2020-06-30
  Stone Bridge Asset Management, Llc
  Chattanooga, TN
• 2003-01-17 → 2007-10-11
  Banc Of America Investment Services, Inc.
  Chattanooga, TN
  Chattanooga, TN

Other Businesses

1) STEFANIE IS CO-FOUNDER AND GENERAL PARTNER OF THE JUMP FUND, AN ANGEL CAPITAL INVESTMENT FUND FOCUSING ON FEMALE-LED VENTURES BASED IN THE SOUTHEAST. THE JUMP FUND IS LOCATED AT 201 W. MAIN STREET, #205, CHATTANOOGA, TN 37408. STEFANIE BEGAN THIS OTHER BUSINESS IN 2013 AND SHE SPENDS APPROXIMATELY 5 HOURS PER MONTH, 5 HOURS TRADING HOURS PER MONTH ON THIS BUSINESS. HER DUTIES INCLUDE RAISING CAPITAL, PROVIDING OVERSIGHT OF GOVERNANCE ACTIVITIES, FUNDING EARLY STATE STARTUPS AND MANAGING INVESTOR RELATIONS. MARKETING & PR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-02-28
• S66 Uniform Combined State Law Examination
  2003-01-09
• S63 Uniform Securities Agent State Law Examination
  1993-01-19

Designations

• Certified Financial Planner

Other Names

• Stefanie Dziedzic
• Stefanie Rose Dziedzic