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Stephanie Lynn Ramachandran

Veridian Capital Partners

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About Stephanie Lynn Ramachandran

Stephanie Lynn Ramachandran is a financial advisor with Veridian Capital Partners. Stephanie has been in the financial services industry since 2002, and is registered with the state of Maryland. She has a Series 7 and Series 66 license, and is also a SIE exam holder. Stephanie holds a combined 150+ hours per month working with clients in financial planning and wealth management. Stephanie also maintains a role with Diversified Business Associates.

Firm Information

Stephanie Ramachandran is currently registered with Veridian Capital Partners. Veridian Capital Partners is an investment advisor headquartered in Frederick, MD. They manage approximately $389.5 million in assets for individuals, corporations, and charitable organizations. Veridian Capital Partners provides financial planning and portfolio management services.
Veridian Capital Partners

7101 GUILFORD DRIVE,

FREDERICK, MD 21704

$389.50M

Assets Under Management

68

Total Clients

6

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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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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percentage of assets

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

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Stephanie Ramachandran’s Registration & Firm History

MD

01/11/2023 - Present

Veridian Capital Partners (FREDERICK MD)

MD

03/18/2002 - 06/01/2021

AMERIPRISE FINANCIAL SERVICES, LLC (FREDERICK MD)

MN

03/18/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Lynn Ramachandran.
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