Laurie E. Stefanowicz

B SIDE PARTNERS

SOUTHPORT, CT 06890

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CRD#: 5595017

Professional summary

Laurie E Stefanowicz is a registered financial advisor currently at B SIDE PARTNERS, LLC located in Southport, Connecticut.

Laurie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Laurie has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Laurie E Stefanowicz's 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

November 7, 2024 - Present

B SIDE PARTNERS, LLC

Office #1: 167 Old Post Road, Southport, CT 06890

RIA

CRD#: 330652

SOUTHPORT, CT

Past

July 26, 2019 - November 15, 2022

CRESTWOOD ADVISORS

RIA

CRD#: 286243

Westport, CT

Past

January 1, 2010 - July 29, 2019

CATAMOUNT WEALTH MANAGEMENT

RIA

CRD#: 127496

WESTPORT, CT

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

Connecticut
(11/7/2024)

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: 12/31/2009

Uniform Investment Adviser Law Examination

Current Firm

B SIDE PARTNERS, LLC

B SIDE PARTNERS LLC | B SIDE PARTNERS, LLC

CRD#: 330652 / SEC#:

Connecticut

Registered Investment Advisory firm - (11/7/2024 Approved)

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Contact information

Main Address

167 Old Post Road, Southport, CT 06890

Mailing Address

Phone number

(203) 307-1091

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Laurie E. Stefanowicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laurie E Stefanowicz's CRS (Customer Relationship Summary).

Certified licenses

Experience

B SIDE PARTNERS, LLC

CRESTWOOD ADVISORS

CATAMOUNT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/2009

Current Firm

B SIDE PARTNERS, LLC

Contact information

Documents

Red Flags

Company Information

B SIDE PARTNERS, LLC

TRUST BUT VERIFY

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