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Stephanie Nicole Elliott

Realized Financial, Inc.

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About Stephanie Nicole Elliott

Stephanie Nicole Elliott is a financial advisor with Realized Financial, Inc. located in Austin, Texas. Stephanie has been in the financial industry since December 2009 and is registered with FINRA. Stephanie is a Series 6, 7, 24, 63, and SIE licensed professional.

Firm Information

Stephanie Elliott is currently registered with Realized Financial, Inc.. Realized Financial, Inc. is a registered investment advisor firm headquartered in California. Founded in 1988, they offer financial planning, portfolio management for individuals and other RIAs and BDs, educational seminars, and publication of periodicals. With a team of 7 investment adviser representatives and 12 registered representatives, Realized Financial, Inc. manages assets for individuals, serving over 1 client with approximately $0 in assets under management.

Not reported

Assets Under Management

4

Total Clients

14

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for other ria and bd

Portfolio management for other ria and bd

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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other

Financial planning fees and reallowances

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Stephanie Elliott’s Registration & Firm History

TX

10/12/2022 - Present

Realized Financial, Inc. (Austin TX)

MD

02/05/2011 - 04/04/2022

CHAPIN, DAVIS (BALTIMORE MD)

NY

11/20/1995 - 02/02/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NJ

05/10/1994 - 10/24/1995

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 11/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2011

Series 7 - General Securities Representative Examination

BC

Issued 05/09/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephanie Nicole Elliott.
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