Stephanie A. Barnier
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 Anne Barnier, CFP®, who also goes by Steph Barnier, was a registered financial professional .
Stephanie is a previously registered financial professional and started their career in finance in 2007. Stephanie had worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2012
Experience
January 3, 2018 - September 30, 2022
CLEAR SKY WEALTH LLC
November 19, 2014 - January 23, 2018
THE WEALTH CONSULTING GROUP
November 14, 2014 - January 31, 2018
LPL FINANCIAL LLC
March 10, 2011 - November 21, 2014
NEW ENGLAND SECURITIES
February 25, 2011 - November 21, 2014
NEW ENGLAND SECURITIES
June 1, 2009 - February 24, 2011
MORGAN STANLEY
June 1, 2009 - February 24, 2011
MORGAN STANLEY
October 25, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
September 26, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CLEAR SKY WEALTH LLC
CRD#: 290928 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 187 |
| AUM (Assets Under Management) | $ 69,080,129 |
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.
