Stefanie Louise Yeager

Employer firm

Mariner CRD 140195

$125B regulatory AUM 216 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2008 → 09/2018
  Vantage Investment Advisors,Llc
  State College, PA
• 03/2018 → Present
  Mariner Wealth Advisors
  State College, PA

Previous Registrations

• 2015-03-30 → 2018-10-11
  Mariner Wealth Advisors
  State College, PA
  State College, PA
• 2008-05-27 → 2015-03-30
  Art Investment Partners, Llc
  State College, PA
• 2005-09-19 → 2008-05-01
  Cetera Investment Services Llc
  State College, PA
  State College, PA
• 2008-04-02 → 2008-04-21
  Fnb Wealth Management
  State College, PA
• 2002-08-01 → 2003-02-11
  Ferris, Baker Watts, Llc
  Hollidaysburg, PA

Exams

• S66 Uniform Combined State Law Examination
  2000-09-28

Other Names

• Stefanie Louise Veager Hetrice
• Stefanie Louise Yeagerhetrick