Stephanie Squires
Professional Summary
Stephanie Squires, who also goes by Stephanie Celina 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stephanie Squires, Stephanie Celina Squires
Similar Advisors
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
Disclosures on record.
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
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
Current Firm
COLLOQUIUM ASSET MANAGEMENT, INC. | COLLOQUIUM ASSET MANAGEMENT, INC. DBA CAM
Contact Information
Main Address
39555 Orchard Hill Place Suite 600, Novi, MI 48375Mailing Address
43622 Fleetwood Drive, Canton, MI 48187Phone Number
(248) 775-0155# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
35AUM (Assets Under Management)
$4,897,967Similar Advisors
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
(7/3/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Squires's CRS (Customer Relationship Summary).
Similar Advisors
STRATEGIC ADVISERS LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC