Stephanie R. Bragg

ELEVATION POINT WEALTH PARTNERS

Alpharetta, GA 30009

Some features on this profile are disabled

CRD#: 4214847

Professional summary

Stephanie R Bragg, who also goes by Stephanie Rene Mcclurd, Stephanie Rene Stocks, is a registered financial advisor currently at ELEVATION POINT WEALTH PARTNERS, LLC located in Alpharetta, Georgia.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Stephanie has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie Rene Mcclurd | Stephanie Rene Stocks

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.

Name: Rental Property Investment-Related: No Address: 6605 Wright Circle, Atlanta, Georgia 30328-1913 Nature: Rental house. Position: Owner Duties: Basically none. My spouse handles all administration of rental house. Start Date: 06/21/2023 Hours per Month: 1 Hours during Trading: 0

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie R Bragg'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

October 21, 2024 - Present

ELEVATION POINT WEALTH PARTNERS, LLC

Office #1: 6230 Avalon Boulevard, Alpharetta, GA 30009

RIA

CRD#: 137068

Alpharetta, GA

Past

September 10, 2009 - August 19, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

ATLANTA, GA

Past

November 27, 2007 - August 19, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

ATLANTA, GA

Past

April 27, 2005 - October 3, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ATLANTA, GA

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".

ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA

Registered Investment Advisory firm - (1/3/2006 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

Georgia
(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 66

Date: 9/5/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/26/2005

General Securities Representative Examination

Current Firm

ELEVATION POINT WEALTH PARTNERS, LLC

CRD#: 137068 / SEC#: 801-65068

RIA

Registered Investment Advisory firm - (1/3/2006 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1580 Lincoln Street Suite 680, Denver, CO 80203

Mailing Address

Phone number

(303) 382-2880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EPWP ADV PART 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	8,324
AUM (Assets Under Management)	$ 2,434,909,737

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.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

Tyrane Perry

J.P. MORGAN SECURITIES LLC

IAR

Atlanta, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephanie R. Bragg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ELEVATION POINT WEALTH PARTNERS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ELEVATION POINT WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/5/2009

SIE

Date: 10/1/2018

Series 7

Date: 4/26/2005

Current Firm

ELEVATION POINT WEALTH PARTNERS, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATION POINT WEALTH PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors