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ST

Stephanie M. Tindel

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CRD#: 2587372
ST

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.

Stephanie Marie Tindel, who also goes by Stephanie Marie Difrisco, Stephanie Marie Tindel, was a registered financial professional .

Stephanie is a previously registered financial professional and started their career in finance in 1995. Stephanie had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 30 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephanie Marie Difrisco | Stephanie Marie Tindel

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.
1.) Treasurer and Board member for the Governors Club Property Owners Association - volunteer position, not investment related. Initiated December 2021. 2.) Board Member for the Chatham County Habitat for Humanity - volunteer position, not investment related. Initiated December 2021.

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

September 30, 2022 - June 30, 2023

HATTERAS INVESTMENT PARTNERS, LP

RIA
CRD#: 170628
RALEIGH, NC
Past

August 10, 2022 - June 30, 2023

HATTERAS CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 143365
RALEIGH, NC
Past

March 28, 2018 - June 3, 2021

DONOGHUE FORLINES LLC

RIA
CRD#: 285403
Wilton, CT
Past

March 2, 2018 - May 28, 2021

NORTHERN LIGHTS DISTRIBUTORS, LLC

BD
CRD#: 126159
ELKHORN, NE
Past

August 30, 2017 - December 21, 2017

MATRIX 360 DISTRIBUTORS, LLC

BD
CRD#: 159715
FAIRWAY, KS
Past

February 19, 2008 - September 22, 2015

STEBEN & COMPANY, LLC

BD
CRD#: 117808
EXCELSIOR, MN
Past

January 9, 2007 - February 15, 2008

ACHILLES SECURITIES, LLC

BD
CRD#: 133542
NEW YORK, NY
Past

December 11, 2004 - September 22, 2005

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
NEW YORK CITY, NY
Past

June 23, 2004 - December 11, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
NEWPORT BEACH, CA
Past

May 28, 2003 - June 29, 2004

VAN ECK CAPITAL, INC.

BD
CRD#: 40746
NEW YORK, NY
Past

May 8, 1995 - June 29, 2004

VAN ECK SECURITIES CORPORATION

BD
CRD#: 2269
NEW YORK, NY

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".
HI
HATTERAS INVESTMENT PARTNERS, LP
HATTERAS FUND ADVISERS LLC | TAILWIND INVESTMENT PARTNERS, LP | SCOTLAND ACQUISITION LLC | HATTERAS INVESTMENT PARTNERS, LP | HATTERAS INVESTMENT PARTNERS | HATTERAS FUNDS, LP | HATTERAS FUNDS, LLC

CRD#: 170628 / SEC#: 801-79326

RIA
Registered Investment Advisory firm - (3/14/2014 Approved)

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
IAR
Series 65
Date: 3/28/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 30
Date: 3/17/2008
NFA Branch Manager Examination
Principal/Supervisory Exam

Current Firm


HI
HATTERAS INVESTMENT PARTNERS, LP
HATTERAS FUND ADVISERS LLC | TAILWIND INVESTMENT PARTNERS, LP | SCOTLAND ACQUISITION LLC | HATTERAS INVESTMENT PARTNERS, LP | HATTERAS INVESTMENT PARTNERS | HATTERAS FUNDS, LP | HATTERAS FUNDS, LLC

CRD#: 170628 / SEC#: 801-79326

RIA
Registered Investment Advisory firm - (3/14/2014 Approved)
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Contact information


Main Address
8510 Colonnade Center Drive Suite 150, Raleigh, NC 27615
Mailing Address
Phone number
(919) 846-2324
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (1 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

HATTERAS 2025 ADV FORM 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts7
AUM (Assets Under Management)$ 187,768,848

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


HATTERAS INVESTMENT PARTNERS, LP

CRD#: 170628

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