Stephanie Doran

SNIDER FINANCIAL GROUP

Bellevue, WA 98005

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CRD#: 2876730

Professional summary

Stephanie Doran is a registered financial advisor currently at SNIDER FINANCIAL GROUP located in Bellevue, Washington.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stephanie has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

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.

1) On a temporary and transitional basis, Stephanie Doran will be dually registered as an Investment Advisor Representative ("IAR") with Snider Retirement Strategies, Inc. ("Snider Financial Group") and Northwest Financial Choices, LLC ("Northwest Financial Choices"). Snider Financial Group and Northwest Financial Choices are not affiliated entities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Doran's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 11, 2024 - Present

SNIDER FINANCIAL GROUP

Office #1: 12505 Bel-red Road Suite 200, Bellevue, WA 98005

RIA

CRD#: 117392

Bellevue, WA

Past

April 23, 2009 - July 30, 2025

NORTHWEST FINANCIAL CHOICES

RIA

CRD#: 132301

Seattle, WA

Past

January 8, 1998 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SEATTLE, WA

Past

May 30, 1997 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SEATTLE, WA

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".

SNIDER FINANCIAL GROUP

SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA

Registered Investment Advisory firm - (4/14/2008 Approved)

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

Washington
(12/11/2024)

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

IAR

Series 65

Date: 6/9/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/5/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/29/1997

General Securities Representative Examination

Current Firm

SNIDER FINANCIAL GROUP

SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA

Registered Investment Advisory firm - (4/14/2008 Approved)

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Contact information

Main Address

12505 Bel-red Road Suite 200, Bellevue, WA 98005

Mailing Address

Phone number

(425) 453-7080

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SNIDER FINANCIAL GROUP WRAP BROCHURE (9/5/2025)

ADV 2A FIRM BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	1,396
AUM (Assets Under Management)	$ 500,674,906

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 Doran

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Doran's CRS (Customer Relationship Summary).

Certified licenses

Experience

SNIDER FINANCIAL GROUP

NORTHWEST FINANCIAL CHOICES

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

SNIDER FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/1997

Series 63

Date: 6/5/1997

Series 7

Date: 5/29/1997

Current Firm

SNIDER FINANCIAL GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SNIDER FINANCIAL GROUP

TRUST BUT VERIFY

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