Rebecca J. Stoner

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CRD#: 7051757

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rebecca Jo Stoner, who also goes by Becky Jo Foulger, Rebecca Jo Foulger, Becky Stoner, Boo Stoner, was a registered financial professional .

Rebecca is a previously registered financial professional and started their career in finance in 2020. Rebecca had worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Becky Jo Foulger | Rebecca Jo Foulger | Becky Stoner | Boo Stoner

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.

Kala Salt - personal care products, no income generated, no work, company not currently active. Ruth Group - real estate agent, currently not active, no income generated. SEIA POSITION: REGISTERED ASSOCIATE NATURE: INVESTMENT ADVISORY INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 07/14/2021 ADDRESS: 2121 Avenue of the Stars, Los Angeles CA 90067, United States DESCRIPTION: Client services, advisor assitance.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 13, 2023 - December 1, 2023

STEELPEAK WEALTH, LLC

RIA

CRD#: 165168

WOODLAND HILLS, CA

Past

April 8, 2022 - March 9, 2023

SEIA

RIA

CRD#: 108163

LOS ANGELES, CA

Past

July 13, 2021 - March 13, 2023

OSAIC WEALTH, INC.

CRD#: 23131

LOS ANGELES, CA

Past

September 23, 2020 - February 2, 2021

MURIEL SIEBERT & CO., LLC

CRD#: 5376

Beverly Hills, CA

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".

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 4/8/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/30/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/23/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/27/2019

Securities Industry Essentials Examination

Current Firm

STEELPEAK WEALTH, LLC

CRD#: 165168 / SEC#: 801-77132

RIA

Registered Investment Advisory firm - (9/10/2012 Approved)

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Contact information

Main Address

21650 Oxnard Street Suite 2300, Woodland Hills, CA 91367

Mailing Address

Phone number

(818) 835-8720

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (10/22/2025)

Regulatory assets under management

Total Number of Accounts	8,369
AUM (Assets Under Management)	$ 3,439,042,634

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.

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Advisor Monitoring

Firm Stability Insights

Rebecca J. Stoner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SEIA

OSAIC WEALTH, INC.

MURIEL SIEBERT & CO., LLC

Primary Firm SEC Registration

STEELPEAK WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/8/2022

Series 63

Date: 10/30/2020

Series 7TO

Date: 9/23/2020

SIE

Date: 9/27/2019

Current Firm

STEELPEAK WEALTH, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STEELPEAK WEALTH, LLC

TRUST BUT VERIFY

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