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Stephanie Dawn Warrick

Eubel Brady & Suttman

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About Stephanie Dawn Warrick

Stephanie Warrick is a registered Investment Advisor Representative with Eubel Brady & Suttman and has been working in the financial services industry since July 2001. Stephanie has a Series 66 registration in Ohio and has passed the Securities Industry Essentials (SIE) Examination. Stephanie specializes in financial planning, pension consulting, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Eubel Brady & Suttman offers a variety of investment management services to individuals, families, businesses, and non-profit organizations. The firm has a long history of serving clients in the Dayton, Ohio area and beyond.

Firm Information

Stephanie Warrick is currently registered with Eubel Brady & Suttman. Eubel Brady & Suttman, based in Miamisburg, Ohio, is an investment advisory firm managing over $1.97 billion in assets. They provide financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as pension consulting and selection of other advisors. The firm serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Eubel Brady & Suttman

10100 INNOVATION DRIVE

MIAMISBURG, OH 45342

$1.98B

Assets Under Management

14

Total Clients

12

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Other fees may apply as disclosed in certain offering documents.

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Stephanie Warrick’s Registration & Firm History

OH

07/10/2020 - Present

Eubel Brady & Suttman (Dayton OH)

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Licenses & Designations

BC

Issued 09/04/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephanie Dawn Warrick.
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