Stephanie H. Marini
Professional summary
Stephanie Herrera Marini, CFP®, who also goes by Stephanie Rene Herrera, Stephanie Marini, is a registered financial advisor currently at MOTLEY FOOL WEALTH MANAGEMENT, LLC located in Charlotte, North Carolina.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Stephanie has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Herrera Marini's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 4, 2025 - Present
MOTLEY FOOL WEALTH MANAGEMENT, LLC
June 21, 2016 - October 27, 2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 21, 2016 - October 27, 2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 25, 2015 - June 13, 2016
WELLS FARGO CLEARING SERVICES, LLC
June 2, 2015 - June 13, 2016
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD#: 165689 / SEC#: 801-77616
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/4/2025)
(3/4/2025)
(3/4/2025)
Exams
Series 7TO
Date: 3/27/2024
General Securities Representative ExaminationCurrent Firm
MOTLEY FOOL WEALTH MANAGEMENT, LLC
CRD#: 165689 / SEC#: 801-77616
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,406 |
| AUM (Assets Under Management) | $ 2,179,069,480 |
Red Flags
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