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SH

Stephanie A. Hunter

GOLDEN STATE EQUITY PARTNERS
Sewickley, PA 15143
Some features on this profile are disabled
CRD#: 3007128
SH

Professional summary

Stephanie Ann Hunter, AIF®, who also goes by Stephanie A. Hunter, Stephanie Ann Hunter, Stephanie Ann Hunter Schwoeble, Stephanie Hunter, is a registered financial advisor currently at GOLDEN STATE EQUITY PARTNERS, LLC located in Sewickley, Pennsylvania.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Stephanie has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stephanie A. Hunter | Stephanie Ann Hunter | Stephanie Ann Hunter Schwoeble | Stephanie Hunter

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Ann Hunter'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

January 8, 2026 - Present

GOLDEN STATE EQUITY PARTNERS, LLC

Office #1: 2605 Nicholson Rd, Ste 2303, Sewickley, PA 15143
RIA
CRD#: 322879
Sewickley, PA
Past

February 12, 2025 - April 4, 2025

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ
Past

October 21, 2024 - January 5, 2026

ORG PARTNERS

RIA
CRD#: 312728
Cranberry TWP, PA
Past

June 29, 2023 - October 21, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
SEWICKLEY, PA
Past

November 26, 2012 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
SEWICKLEY, PA
Past

November 26, 2012 - October 21, 2024

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SEWICKLEY, PA
Past

May 19, 2011 - November 27, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PITTSBURGH, PA
Past

May 19, 2011 - November 27, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PITTSBURGH, PA
Past

January 1, 2004 - May 19, 2011

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
SEVEN FIELDS, PA
Past

January 1, 2004 - May 19, 2011

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
SEVEN FIELDS, PA
Past

May 12, 2003 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

RIA
CRD#: 453
PITTSBURGH, PA
Past

April 21, 1999 - January 1, 2004

J.J.B. HILLIARD, W.L. LYONS, LLC

BD
CRD#: 453
LOUISVILLE, KY
Past

March 4, 1998 - April 21, 1999

PNC BROKERAGE CORP

BD
CRD#: 34671
PITTSBURGH, PA

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".
GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA

CRD#: 322879 / SEC#: 801-126441

RIA
Registered Investment Advisory firm - (8/25/2022 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
Pennsylvania
(1/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/5/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/23/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/18/1998
General Securities Representative Examination

Current Firm

GS
GOLDEN STATE EQUITY PARTNERS, LLC
ARENZANO CAPITAL | YOUNG GLOBAL WEALTH STRATEGIES, INC | VECTOR3 WEALTH MANAGEMENT | TRI-VALLEY WEALTH MANAGEMENT | TANGENT RETIREMENT | SCHNEIDER WEALTH MANAGEMENT | ORGAN PEAK FINANCIAL GROUP | MORNING STAR WEALTH MANAGEMENT | MARSHALL WEALTH ADVISORS | LONGEVITY WEALTH | LEGACY WEALTH MANAGEMENT | HIDDEN PEAK INVESTMENTS | HEART MOUNTAIN WEALTH MANAGEMENT | GOLDEN STATE EQUITY PARTNERS, LLC | ENRIQUEZ FINANCIAL GROUP | DESERT CITIES WEALTH MANAGEMENT | BAOBAB WEALTH MANAGEMENT | BAOBAB WEALTH ABROAD | AVELLA PRIVATE WEALTH | ASCENTIS INDEPENDENT ADVISORS | ARISE WEALTH MANAGEMENT | ARIMATHEA

CRD#: 322879 / SEC#: 801-126441

RIA
Registered Investment Advisory firm - (8/25/2022 Approved)
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Contact information

Main Address
201 E. Sandpointe Ave Suite 460, South Coast Metro, CA 92707
Mailing Address
Phone number
(866) 273-1563
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GOLDEN STATE EQUITY PARTNERS PART 2A FIRM BROCHURE (9/8/2025)
GOLDEN STATE EQUITY PARTNERS PART 2A WRAP FEE BROCHURE (9/8/2025)

Regulatory assets under management

Total Number of Accounts4,604
AUM (Assets Under Management)$ 880,384,165

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

GOLDEN STATE EQUITY PARTNERS, LLC

CRD#: 322879Sewickley, PA 15143

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