Stephanie Anne Roth

Employer firm

Reap Financial Group, LLC CRD 144560

$648M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2015 → 11/2018
  Edelman Financial Services Llc
  Fairfax, VA
• 04/2016 → 10/2019
  Ef Legacy Securities, Llc
  Fairfax, VA
• 11/2018 → 07/2021
  Financial Engines Advisors L.L.C.
  Sunnyvale, CA
• 08/2021 → 06/2026
  Crowdstreet Advisors, Llc, Crowdstreet Capital, Crowdstreet Inc.
  Austin, TX
• 06/2026 → Present
  Reap Financial Group, Llc
  Austin, TX

Previous Registrations

• 2021-10-21 → 2026-06-09
  Crowdstreet Advisors, Llc
  Austin, TX
  Reston, VA
  Austin, TX
  New York, NY
  Dunedin, FL
• 2018-11-01 → 2021-08-12
  Edelman Financial Engines
  Fairfax, VA
• 2015-06-04 → 2018-11-01
  Edelman Financial Services, Llc
  Fairfax, VA

Exams

• S66 Uniform Combined State Law Examination
  2015-05-13
• S63 Uniform Securities Agent State Law Examination
  2011-09-01