Ephimia Coumanakos

STEADTRUST

Wilmington, DE 19806

Some features on this profile are disabled

CRD#: 4860314

Professional summary

Ephimia Coumanakos, who also goes by Ephie Coumanakos, is a registered financial advisor currently at STEADTRUST located in Wilmington, Delaware.

Ephimia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ephimia has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ephie Coumanakos

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) Concord Financial Group - advisory fees and fixed insurance. DBA for Steadtrust IAR, fixed insurance products and advisory fees. All business to be conducted through Steadtrust, Hours:40 hours/week. (2) Real Estate - apartment rentals, not investment related, Own and rent apartments, Receive rents - act as property manager - passive activity, 1 hours/month, after trading hours. (3) Tax Accounting preparation for small businesses, not investment related, CFG T&A LLC, member, 3 hours per month, during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ephimia Coumanakos'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

April 28, 2025 - Present

STEADTRUST

Office #1: 1711 Woodlawn Avenue, Wilmington, DE 19806

RIA

CRD#: 334416

Wilmington, DE

Past

July 22, 2022 - May 5, 2025

B. RILEY WEALTH MANAGEMENT

CRD#: 2543

Wilmington, DE

Past

September 1, 2017 - May 5, 2025

B. RILEY WEALTH ADVISORS, INC.

RIA

CRD#: 115927

WILMINGTON, DE

Past

September 1, 2017 - July 22, 2022

NATIONAL SECURITIES CORPORATION

CRD#: 7569

WILMINGTON, DE

Past

August 31, 2011 - September 6, 2017

WFG ADVISORS, LP

RIA

CRD#: 125073

WILMINGTON, DE

Past

August 29, 2011 - August 30, 2011

WFG ADVISORS, LP

RIA

CRD#: 125073

WILMINGTON, DE

Past

August 29, 2011 - September 6, 2017

WFG INVESTMENTS, INC.

CRD#: 22704

WILMINGTON, DE

Past

March 9, 2006 - August 31, 2011

EQUITY SERVICES, INC.

RIA

CRD#: 265

WILMINGTON, DE

Past

March 9, 2006 - August 31, 2011

EQUITY SERVICES, INC.

CRD#: 265

WILMINGTON, DE

Past

June 30, 2005 - February 16, 2006

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

December 7, 2004 - January 4, 2005

EQUITY SERVICES, INC.

RIA

CRD#: 265

DOVER, DE

Past

October 6, 2004 - January 4, 2005

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

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".

STEADTRUST

CRD#: 334416 / SEC#: 801-131951

RIA

Registered Investment Advisory firm - (2/10/2025 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

Delaware
(4/28/2025)

IAR

Texas
(4/28/2025)

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: 12/2/2004

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: 10/5/2004

General Securities Representative Examination

Current Firm

STEADTRUST

CRD#: 334416 / SEC#: 801-131951

RIA

Registered Investment Advisory firm - (2/10/2025 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

Allen, TX

Mailing Address

Po Box 669, Allen, TX 75013

Phone number

(972) 876-8422

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - STEADTRUST (6/2/2025)

WRAP FEE BROCHURE- STEADTRUST (6/2/2025)

Regulatory assets under management

Total Number of Accounts	1,018
AUM (Assets Under Management)	$ 438,883,769

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

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Lawrence Springer

OSAIC WEALTH, INC.

IAR

Hockessin, DE

Benjamin Conteh

BARGELD FINANCIAL

IAR

Media, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ephimia Coumanakos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ephimia Coumanakos's CRS (Customer Relationship Summary).

Certified licenses

Experience

B. RILEY WEALTH MANAGEMENT

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

WFG ADVISORS, LP

WFG ADVISORS, LP

WFG INVESTMENTS, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

NYLIFE SECURITIES LLC

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

STEADTRUST

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/5/2004

Current Firm

STEADTRUST

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEADTRUST

TRUST BUT VERIFY

Similar Advisors