AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
CS

Claudia D. Stockwell

Some features on this profile are disabled
CRD#: 1052293
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Claudia Doehring Stockwell, who also goes by Claudia Gail Doehring, Claudia Gail Doehring-stockwell, was a registered financial professional .

Claudia is a previously registered financial professional and started their career in finance in 1983. Claudia had worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Claudia Gail Doehring | Claudia Gail Doehring-Stockwell

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 18, 2010 - August 1, 2019

SSN ADVISORY, INC.

RIA
CRD#: 126090
PLYMOUTH, MI
Past

May 27, 2003 - August 1, 2019

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
PLYMOUTH, MI
Past

May 9, 2003 - May 27, 2003

LPL FINANCIAL LLC

RIA
CRD#: 6413
SOUTHFIELD, MI
Past

May 23, 1995 - May 27, 2003

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 12, 1992 - May 24, 1995

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
LARGO, FL
Past

April 2, 1991 - August 27, 1992

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

August 12, 1983 - February 13, 1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

August 12, 1983 - February 13, 1991

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/28/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SA
SSN ADVISORY, INC.
SSN ADVISORY, INC. | SSNAI

CRD#: 126090 / SEC#: 801-61989

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
9729 Cogdill Road Suite 301, Knoxville, TN 37932
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ENCOMPASS SMA WRAP FEE PROGRAM BROCHURE (8/14/2020)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SSN ADVISORY, INC.

CRD#: 126090

TRUST BUT VERIFY

Monitor Claudia Stockwell

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics