SB
Stephanie Bosserman
HUNTER LEWIS LLC
CROZET, VA 22932
Some features on this profile are disabled
CRD#: 6180283
SB
Professional summary
Stephanie Bosserman is a registered financial advisor currently at HUNTER LEWIS LLC located in Crozet, Virginia.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Stephanie has worked at 1 firm .
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.
Since 2012, I have provided family office investment administration and supervisory services to a single family office through my wholly-owned company, Main Pier LLC. The number of hours varies, but averages about 40-45/month.
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Bosserman'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®
NoneExperience
Current
February 11, 2021 - Present
HUNTER LEWIS LLC
Office #1: 4503 Mount Air Farm, Crozet, VA 22932RIA
CRD#: 304985
CROZET, VA
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".
HL
HUNTER LEWIS LLC
HUNTER LEWIS | HUNTER LEWIS LLC
CRD#: 304985 / SEC#: 801-117308
RIA
Registered Investment Advisory firm - (9/12/2019 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
Texas(4/13/2025)
IAR
Virginia(2/11/2021)
Exams
Current Firm
HL
HUNTER LEWIS LLC
HUNTER LEWIS | HUNTER LEWIS LLC
CRD#: 304985 / SEC#: 801-117308
RIA
Registered Investment Advisory firm - (9/12/2019 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
4503 Mount Air Farm, Crozet, VA 22932
Mailing Address
94 Landfill Road, Edinburg, VA 22824
Phone number
(434) 996-0370
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 226,031,370 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 06/24/2024 | ||
| 05/24/2023 |
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.
