Stephanie L. Anderson
MBI LLC | https://www.marinerwealthadvisors.com/wp-content/uploads/2022/01/Stephanie-Anderson-Headshot-300x300.jpg
Bethesda, MD 20814
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CRD#: 2012280
Professional summary
Stephanie Lynn Anderson, CFA, CFP® is a registered financial advisor currently at MBI LLC located in Bethesda, Maryland.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Stephanie has worked at 3 firms and has passed the Series 65 exam.
Biography
Stephanie provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. She designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. She also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors, she was a wealth advisor at Mercer Advisors. Prior to that, she was a director and partner on the relationship management team at Strategic Investment Group helping oversee institutional clients and high-net-worth families’ investment portfolios.
Stephanie has a bachelor’s degree in economics from Yale University and an MBA with a concentration in finance and strategic management from The Wharton School at the University of Pennsylvania.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
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.
Real estate licensed. I hold active real estate salesperson licenses in Washington, DC and Maryland. While not actively involved in helping clients to buy/sell properties, I am eligible to receive commissions or referral fees if transactions or referrals are completed.
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Lynn Anderson'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®
CFP®
Start date: 2018
Experience
Current
January 16, 2024 - Present
MBI LLC
Office #1: 7910 Woodmont Ave, Suite 500, Bethesda, MD 20814RIA
CRD#: 170858
Bethesda, MD
Past
January 12, 2022 - December 11, 2023
MARINER WEALTH
RIA
CRD#: 140195
Bethesda, MD
Past
February 7, 2019 - December 17, 2021
MERCER GLOBAL ADVISORS INC.
RIA
CRD#: 147363
Vienna, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ML
MBI LLC
BARNHARD, JUDY P | MBI LLC | MAY BARNHARD INVESTMENTS, LLC DBA MBI, LLC | MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC | MAY BARNHARD INVESTMENTS LLC
CRD#: 170858 / SEC#: 801-110144
RIA
Registered Investment Advisory firm - (3/15/2017 Approved)District of Columbia
Registered Investment Advisory firm - (6/28/2017 Terminated)Maryland
Registered Investment Advisory firm - (7/28/2017 Terminated)Virginia
Registered Investment Advisory firm - (6/28/2017 Terminated)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
District of Columbia(2/9/2024)
IAR
Maryland(1/16/2024)
IAR
Virginia(1/16/2024)
Current Firm
ML
MBI LLC
BARNHARD, JUDY P | MBI LLC | MAY BARNHARD INVESTMENTS, LLC DBA MBI, LLC | MAY BARNHARD INVESTMENTS LLC, D/B/A MBI LLC | MAY BARNHARD INVESTMENTS LLC
CRD#: 170858 / SEC#: 801-110144
RIA
Registered Investment Advisory firm - (3/15/2017 Approved)District of Columbia
Registered Investment Advisory firm - (6/28/2017 Terminated)Maryland
Registered Investment Advisory firm - (7/28/2017 Terminated)Virginia
Registered Investment Advisory firm - (6/28/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7910 Woodmont Ave, Suite 500, Bethesda, MD 20814
Mailing Address
Phone number
(301) 986-0600
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 373 |
| AUM (Assets Under Management) | $ 300,721,207 |
Red Flags
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Company Information
MBI LLC
https://www.marinerwealthadvisors.com/wp-content/uploads/2022/01/Stephanie-Anderson-Headshot-300x300.jpgCRD#: 170858Bethesda, MD 20814TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
