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Laurie E Stefanowicz

B Side Partners, LLC

Southport, CT

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Current Employers
B Side Partners, Llc

167 Old Post Road, Southport, CT 06890 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-11-07
  • CT RA
    APPROVED
    Since 2024-11-07

Branch Locations

167 Old Post Road, Southport, CT 06890 • 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
Catamount Management Group Llc Westport CT 04/2008 07/2019
Crestwood Advisors Boston MA 07/2019 11/2022
B Side Partners, Llc Fairfield CT 08/2024 Present
B Side Partners, Llc Fairfield CT 01/2024 Present
Unemployed Fairfield CT 12/2022 12/2023
Previous Registrations
  • 2019-07-26 → 2022-11-15
    Crestwood Advisors
    Westport, CT
    Boston, MA
  • 2010-01-01 → 2019-07-29
    Catamount Wealth Management
    Westport, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-31
  • S65 Uniform Investment Adviser Law Examination
    2009-12-31

View on SEC IAPD

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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHPORT, CT
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SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC · SOUTHPORT, CT
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