Stephanie C. Squires
Professional summary
Stephanie Celina Squires, who also goes by Stephanie Celina Squires, Stephanie Squires, is a registered financial advisor currently at COLLOQUIUM ASSET MANAGEMENT, INC. located in Canton, Michigan.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Stephanie has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Celina Squires's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 3, 2019 - Present
COLLOQUIUM ASSET MANAGEMENT, INC.
Office #1: 43622 Fleetwood Drive, Canton, MI 48187August 30, 2022 - April 21, 2023
AURORA SECURITIES
May 16, 2022 - August 3, 2022
CONCORDE INVESTMENT SERVICES, LLC
January 3, 2019 - December 31, 2020
GREAT POINT CAPITAL LLC
April 2, 2015 - February 1, 2019
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
April 1, 2015 - February 1, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
March 19, 2012 - April 6, 2015
CONCORDE ASSET MANAGEMENT, LLC
February 27, 2012 - April 6, 2015
CONCORDE INVESTMENT SERVICES, LLC
October 25, 2011 - March 2, 2012
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/3/2019)
Exams
Current Firm
COLLOQUIUM ASSET MANAGEMENT, INC.
CRD#: 304446 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 35 |
| AUM (Assets Under Management) | $ 6,009,128 |
Red Flags
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