Stephanie A. Hunter

ORG PARTNERS

Cranberry TWP, PA

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CRD#: 3007128

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 ORG PARTNERS located in Cranberry Twp, Pennsylvania.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Stephanie has worked at 8 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.

1.) BENCHMARK FINANCIAL ADVISORS - 5/17/24 - 2605 Nicholson Road, Suite 2303 Sewickley, PA 15143 - Insurance Agent, Sell insurance, Not Invt Rel, Insurance business, 1 hr/mo; 1 hr/mo (during trading hours). 2.) ORG PARTNERS - 10/20/24 - 2605 Nicholson Road, Suite 2303, Sewickley, PA 15143 - Financial Advisor, Meeting with clients to review managed portfolios and create a financial plan, Invt Rel, RIA business, 160 hrs/mo; 160 hrs/mo (during trading hours).

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

October 21, 2024 - Present

ORG PARTNERS

RIA

CRD#: 312728

Cranberry TWP, PA

Past

February 12, 2025 - April 4, 2025

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

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

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

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

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

CRD#: 453

LOUISVILLE, KY

Past

March 4, 1998 - April 21, 1999

PNC BROKERAGE CORP

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".

ORG PARTNERS

CRD#: 312728 / SEC#: 801-120444

RIA

Registered Investment Advisory firm - (3/18/2021 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
(10/21/2024)

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: 5/5/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/23/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/1998

General Securities Representative Examination

Current Firm

ORG PARTNERS

CRD#: 312728 / SEC#: 801-120444

RIA

Registered Investment Advisory firm - (3/18/2021 Approved)

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Contact information

Main Address

5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

Mailing Address

Phone number

(260) 469-9173

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORG PARTNERS WRAP BROCHURE (8/27/2025)

ORG PARTNERS ADV2A BROCHURE (8/27/2025)

Regulatory assets under management

Total Number of Accounts	1,747
AUM (Assets Under Management)	$ 772,570,633

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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Advisor Monitoring

Firm Stability Insights

Stephanie A. Hunter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

THE LEADERS GROUP, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

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

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

PNC BROKERAGE CORP

Primary Firm SEC Registration

ORG PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2003

Series 63

Date: 3/23/1998

SIE

Date: 10/1/2018

Series 7

Date: 2/18/1998

Current Firm

ORG PARTNERS

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORG PARTNERS

TRUST BUT VERIFY

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