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SD

Stephanie E. Dearmont

WATCH HILL ADVISORS
NEW YORK, NY 10011
Some features on this profile are disabled
CRD#: 1990249
SD

Professional summary


Stephanie Elizabeth Dearmont, who also goes by Steff Dearmont, is a registered financial advisor currently at WATCH HILL ADVISORS, LLC located in New York, New York.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Stephanie has worked at 3 firms and has passed the Series 65, Series 6, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Steff Dearmont

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.
OWNER RENTAL PROPERTY WESTERLY RI FOR 6HRS/WK SINCE 06/2000/CONTRIBUTING WRITER WEB BASED MAGAZINE, BRITISHFOODINAMERICA.COM.FOR 5HRS/WK & 3HRS EVENING & WKENDS SINCE 10/2009

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Stephanie Elizabeth Dearmont's CRS (Customer Relationship Summary).

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


Current

February 1, 2023 - Present

WATCH HILL ADVISORS, LLC

Office #1: 630 Fifth Ave. Ste 2508, New York, NY 10011
RIA
CRD#: 159994
NEW YORK, NY
Past

October 3, 2011 - November 14, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
PARAMUS, NJ
Past

October 25, 1989 - August 1, 1995

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
LONG ISLAND CITY, NY

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(2/1/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/11/2012
Uniform Investment Adviser Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/29/1992
General Securities Principal Examination

Current Firm


WH
WATCH HILL ADVISORS, LLC
WATCH HILL ADVISORS, LLC

CRD#: 159994 / SEC#:

New York
Registered Investment Advisory firm - (7/25/2012 Approved)
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Contact information


Main Address
630 Fifth Ave. Ste 2508, New York, NY 10011
Mailing Address
Phone number
(201) 320-1502
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts18
AUM (Assets Under Management)$ 6,306,924

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


WATCH HILL ADVISORS, LLC

CRD#: 159994New York, NY 10011

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