Stephanie C. Remisiewicz

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CRD#: 2855671

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 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 professional .

Stephanie is a previously registered financial professional and started their career in finance in 1997. Stephanie had worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.

Aliases

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.

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;

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®

CFP^®

CRD#: 250

ST. LOUIS, MO

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".

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 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.

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

State Security Law Exam

Series 63

Date: 3/26/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2007

General Securities Representative Examination

Current Firm

FACET

CRD#: 285961 / SEC#: 801-108767

RIA

Registered Investment Advisory firm - (12/15/2016 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(443) 376-6222

Established

Firm type

Fiscal year end

# of Employees

238

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/31/2026)

Regulatory assets under management

Total Number of Accounts	43,934
AUM (Assets Under Management)	$ 7,603,700,943

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2025	Cover Page	Report

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.

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Stephanie C. Remisiewicz

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RETIREMENT STRATEGIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NAVY FEDERAL ASSET MANAGEMENT, LLC

NAVY FEDERAL INVESTMENT SERVICES, LLC

NAVY FEDERAL INVESTMENT SERVICES, LLC

SHERRILL & HUTCHINS FINANCIAL ADVISORY INC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

EDWARD JONES

Primary Firm SEC Registration

FACET

State Registrations and Notice Filings

Exams

Series 63

Date: 3/26/1997

SIE

Date: 3/28/2017

Series 7

Date: 5/14/2007

Current Firm

FACET

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FACET

TRUST BUT VERIFY

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