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Stephanie Lyn Blandina

Arboretum Investment Advisors, LLC

Portsmouth, NH

CRD 7849148

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Employer firm

Arboretum Investment Advisors, LLC CRD 285753

$14.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (pooled vehicles)

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

Current Employers
Arboretum Investment Advisors, Llc

100 Arboretum Drive Suite 105, Portsmouth, NH 03801 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-08-01
  • NH RA
    APPROVED
    Since 2024-08-01

Branch Locations

100 Arboretum Drive Suite 105, Portsmouth, NH 03801 • 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
Arboretum Investment Advisors, Llc Portsmouth NH 03/2018 Present
Electric Insurance Company Beverly MA 02/2014 03/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-01
  • S65 Uniform Investment Adviser Law Examination
    2024-08-01
Other Names
  • Stephanie Lyn Poniatowski
  • Stephanie Blandina

View on SEC IAPD

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Nearby Investors

TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA

Nearby Offices

CHARTER OAK CAPITAL MANAGEMENT · PORTSMOUTH, NH
NVEST FINANCIAL, LLC · PORTSMOUTH, NH
DAVID WENDELL ASSOCIATES, INC. · PORTSMOUTH, NH

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