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Stephanie Cooper Remisiewicz

Stephanie Cooper Remisiewicz

CFP®
CRD# 2855671·Registered 1997 - 2022
Previously Registered: Being a previously registered professional could mean that Stephanie 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.

Professional Summary

Stephanie Cooper Remisiewicz, CFP®, who also goes by Stephanie Lorraine Cooper, Stephanie L Cooper, Stephanie Cooper Kent, Stephanie Lorraine Kent, Stephanie Remisiewicz, Taffy Remisiewicz Remisiewicz, Stephanie C Remisiewicz, was a registered financial advisor. Stephanie was a previously registered financial professional and started their career in finance 1997 - 2022. Stephanie had worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Stephanie Lorraine Cooper, Stephanie L Cooper, Stephanie Cooper Kent, Stephanie Lorraine Kent, Stephanie Remisiewicz, Taffy Remisiewicz Remisiewicz, Stephanie C Remisiewicz

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2003

Years of Experience

29 years registered in the securities industry

Current & Past Employments

Past

FACETPast·CRD# 285961
RIA
Ponte Vedra, FL
August 17, 2021 - March 17, 2022
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPast·CRD# 116407
RIA
Jacksonville, FL
September 5, 2018 - August 18, 2021
RETIREMENT STRATEGIES, INC.Past·CRD# 134385
RIA
Jacksonville, FL
September 5, 2017 - October 1, 2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881
BD
Jacksonville, FL
February 6, 2015 - March 28, 2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881
RIA
Jacksonville, FL
July 21, 2009 - January 15, 2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881
BD
Jacksonville, FL
July 2, 2009 - January 15, 2014
NAVY FEDERAL ASSET MANAGEMENT, LLCPast·CRD# 144244
RIA
Herndon, VA
September 8, 2007 - June 4, 2008
NAVY FEDERAL INVESTMENT SERVICES, LLCPast·CRD# 138459
BD
Jacksonville, FL
May 15, 2007 - May 16, 2008
NAVY FEDERAL INVESTMENT SERVICES, LLCPast·CRD# 138459
RIA
Jacksonville, FL
March 29, 2007 - September 8, 2007
SHERRILL & HUTCHINS FINANCIAL ADVISORY INCPast·CRD# 105302
RIA
Jacksonville, FL
November 6, 2003 - April 30, 2004
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
St. Louis, MO
October 1, 2000 - October 11, 2001
FIRST UNION BROKERAGE SERVICES, INC.Past·CRD# 8112
BD
Charlotte, NC
July 16, 1999 - October 1, 2000
EDWARD JONESPast·CRD# 250
BD
St. Louis, MO
March 26, 1997 - October 21, 1997

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Current Firm

FA
FACET

FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET

CRD#: 285961 / SEC#: 801-108767
RIA
Registered Investment Advisory firm - SEC (12/15/2016 Approved)

Contact Information

Main Address

2054 Vista Parkway Ste 400, West Palm Beach, FL 33411

Phone Number

(443) 376-6222

# of Employees

262

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (10/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

47,740

AUM (Assets Under Management)

$8,685,903,875

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/29/2025Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Secretary for the Summerhouse Condominium Ocean and Racquet Club - 4 Board meetings a year where I take notes and vote on board related matters. No compensation received. Same complex as current condo ownership. Board Member for Florida State College Workforce Education Board - 3 meetings per year, no financial reimbursement - discuss work force programs for the college to aid local business in their hiring process Owner/Manager; Summerhouse #314, LLC; Investment Related: No; 8550 A1A S. Unit 314, St Augustine, FL 32081; Description of the business: Beach rental unit; Responsibilities Duties: not many because we have hired a rental property manager to take care of the business; Start date with business: 2020-07-13; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5. Treasurer; Summerhouse Rental, Inc.; Investment Related: No; 8550 A1A S. Unit 314, St Augustine, FL 32081; Description of the business: On-site Rental management company where we own 2 condos; Responsibilities Duties: Report prepared financial information to board members on a quarterly basis; Start date with business: 2021-10-08; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0. Advisory Member; Financial Services Advisory Committee Meeting with Florida State College of Jacksonville; Investment Related: No; FSCJ, Kent Campus Room B-102J - Jacksonville, FL 32210; Description of the business: This is an advisory committee made up of professionals in the community who assist the local college in addressing the business needs of the community by offering specific financial industry related classes at the local college.; Responsibilities Duties: attend meetings as scheduled - maybe 3x a year; Start date with business: 2021-01-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0. Volunteer; Generali Travel Insurance; Investment related: No; Location of the business: 32080; Training Summerhouse employees on a Saturday on how to sell travel insurance and damage waiver liability protection for Summerhouse guests; Admin for Generali Travel Insurance for Summerhouse Rentals, Inc.; 2021-09-30; Hours devoted to business outside trading hours: 4; Hours devoted to business during trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

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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".
FA
FACET

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CRD#: 285961 / SEC#: 801-108767
RIA
Registered Investment Advisory firm - SEC (12/15/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1997About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Mar 2017About the SIE exam

Series 7 — General Securities Representative Examination

Passed May 2007About the Series 7 exam

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CRS (Client Relationship Summary)

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

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