Best Investors Account Sign in
Inactive

Audrey Erin Petrash

Stegent Equity Advisors Inc.

Houston, TX

CRD 7773552

Claim This Profile
Employer firm

Stegent Equity Advisors Inc. CRD 114518

$244M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Stegent Equity Advisors Inc.

24 Greenway Plaza Suite 1507, Houston, TX 77046 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-06-22
  • TX RA
    APPROVED
    Since 2023-06-22

Branch Locations

24 Greenway Plaza Suite 1507, Houston, TX 77046 • 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
Cornelius, Stegent & Price, Llp (Csp) Houston TX 08/2013 12/2021
Stegent Equity Advisors Inc. Houston TX 08/2013 Present
Stegent Financial Services Pc (Formerly Csp) Houston TX 01/2022 Present
  • 08/2013 → 12/2021
    Cornelius, Stegent & Price, Llp (Csp)
    Houston, TX
  • 08/2013 → Present
    Stegent Equity Advisors Inc.
    Houston, TX
  • 01/2022 → Present
    Stegent Financial Services Pc (Formerly Csp)
    Houston, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor