Stephanie L. Geller
Professional summary
Stephanie L Geller, CIMA®, who also goes by Stephanie Angstadt, Stephanie Copeland, Stephanie Geller, Stephanie Gellercopeland, is a registered financial advisor currently at MILLER HOWARD INVESTMENTS INC located in Boca Raton, Florida.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Stephanie has worked at 6 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie L Geller's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 2, 2012 - Present
MILLER HOWARD INVESTMENTS INC
December 28, 2015 - August 5, 2020
FORESIDE FUND SERVICES, LLC
May 3, 2013 - December 31, 2015
TANGENT CAPITAL PARTNERS, LLC
June 14, 2002 - November 10, 2011
NORTHERN TRUST SECURITIES, INC.
August 3, 2000 - December 6, 2017
NORTHERN TRUST INVESTMENTS, INCORPORATED
September 21, 1994 - November 13, 1996
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
MILLER HOWARD INVESTMENTS INC
CRD#: 105800 / SEC#: 801-28170
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/2/2012)
Exams
Series 7TO
Date: 11/8/2022
General Securities Representative ExaminationCurrent Firm
MILLER HOWARD INVESTMENTS INC
CRD#: 105800 / SEC#: 801-28170
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,083 |
| AUM (Assets Under Management) | $ 3,450,989,180 |
Red Flags
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