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Clair Allan Stephens

G. A. Repple & Co.

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About Clair Allan Stephens

Clair Allan Stephens is a financial professional with over 25 years of experience in the financial services industry. Clair currently works with G. A. Repple & Co. in Skaneateles, NY. Clair has worked with various firms throughout their career, including Equity Services, Inc., Carillon Investments, Inc. and PML Securities Company. Clair has a strong track record of providing clients with comprehensive financial planning services. Clair specializes in providing investment advice to individuals, corporations, and businesses, offering services such as financial planning, educational seminars and portfolio management.

Firm Information

Clair Stephens is currently registered with G. A. Repple & Co.. G. A. Repple & Co. is a Florida-based corporation registered as an investment adviser with the SEC and 51 state regulators. Formed in 1985, the firm offers financial planning, portfolio management for individuals, educational seminars, selection of other advisers, and publication of periodicals. They manage approximately $612 million in assets for 3,487 accounts.
G. A. Repple & Co.

101 NORMANDY ROAD

CASSELBERRY, FL 32707

$612.87M

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Third party asset management, services

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Clair Stephens’s Registration & Firm History

NY

06/01/2015 - Present

G. A. Repple & Co. (Skaneateles NY)

NY

09/19/1997 - 06/26/2015

EQUITY SERVICES, INC. (SYRACUSE NY)

OH

12/11/1995 - 09/05/1997

CARILLON INVESTMENTS, INC. (CINCINNATI OH)

DE

05/26/1994 - 10/20/1995

PML SECURITIES COMPANY (NEWARK DE)

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Licenses & Designations

BC

Issued 05/25/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Clair Allan Stephens. Review regulatory record here.
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