Stephan D. Shipe
SCHOLAR FINANCIAL ADVISING
WINSTON-SALEM, NC 27103
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CRD#: 7084798
Professional summary
Stephan Douglas Shipe, CFP® is a registered financial advisor currently at SCHOLAR FINANCIAL ADVISING, LLC located in Winston-salem, North Carolina.
Stephan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Stephan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Inheritance
Education Planning
Comprehensive Financial Planni...
Debt Management
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
College/Education Planning
Hourly
Investment Advice without Ongo...
Medical Professionals
Middle Income Client Needs
Millennials
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.
WAKE FOREST UNIVERSITY not investment-related 1834 Wake Forest Rd, Winston-Salem, NC 27109 private university Finance Professor 07/2019 40 hours per week, nine months of the year 10-30 hours during trading hours, varying by semester Building course curricula, mentoring students, presenting lectures, evaluating students' progress, and performing research.
CRS (Client Relationship Summary) - RIA
Click below to view Stephan Douglas Shipe'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®
CFP®
Start date: 2021
Experience
Current
September 10, 2021 - Present
SCHOLAR FINANCIAL ADVISING, LLC
Office #1: 380 Knollwood Street Suite 410, Winston-salem, NC 27103RIA
CRD#: 298968
WINSTON-SALEM, NC
Past
March 26, 2019 - August 22, 2019
SCHOLAR FINANCIAL ADVISING, LLC
RIA
CRD#: 298968
MADBURY, NH
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".
SCHOLAR FINANCIAL ADVISING, LLC
SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC
CRD#: 298968 / SEC#: 801-130382
RIA
Registered Investment Advisory firm - (5/28/2024 Approved)Alabama
Registered Investment Advisory firm - (6/3/2024 Terminated)California
Registered Investment Advisory firm - (7/3/2024 Terminated)Colorado
Registered Investment Advisory firm - (6/3/2024 Terminated)Florida
Registered Investment Advisory firm - (6/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (6/6/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/10/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)New York
Registered Investment Advisory firm - (6/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Texas
Registered Investment Advisory firm - (6/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2024 Terminated)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
North Carolina(9/10/2021)
IAR
Texas(9/25/2023)
Current Firm
SCHOLAR FINANCIAL ADVISING, LLC
SCHOLAR FINANCIAL ADVISING LLC | SCHOLAR FINANCIAL ADVISING, LLC
CRD#: 298968 / SEC#: 801-130382
RIA
Registered Investment Advisory firm - (5/28/2024 Approved)Alabama
Registered Investment Advisory firm - (6/3/2024 Terminated)California
Registered Investment Advisory firm - (7/3/2024 Terminated)Colorado
Registered Investment Advisory firm - (6/3/2024 Terminated)Florida
Registered Investment Advisory firm - (6/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (6/6/2024 Terminated)Illinois
Registered Investment Advisory firm - (6/3/2024 Terminated)Louisiana
Registered Investment Advisory firm - (6/10/2024 Terminated)New Hampshire
Registered Investment Advisory firm - (8/22/2019 Terminated)New York
Registered Investment Advisory firm - (6/3/2024 Terminated)North Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Ohio
Registered Investment Advisory firm - (6/3/2024 Terminated)Pennsylvania
Registered Investment Advisory firm - (6/5/2024 Terminated)South Carolina
Registered Investment Advisory firm - (6/3/2024 Terminated)Texas
Registered Investment Advisory firm - (6/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (6/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
380 Knollwood Street Suite 410, Winston-salem, NC 27103
Mailing Address
Phone number
(336) 360-6833
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (21 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
