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Myriah Lipke
STONE PINE FINANCIAL PARTNERS
MEDIA, PA 19063
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CRD#: 7352910
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Professional summary
Myriah Lipke is a registered financial advisor currently at STONE PINE FINANCIAL PARTNERS located in Media, Pennsylvania.
Myriah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Myriah 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Myriah Lipke'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
June 15, 2021 - Present
STONE PINE FINANCIAL PARTNERS
Office #1: 208 W. Front Street, Media, PA 19063RIA
CRD#: 175287
MEDIA, PA
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".
SP
STONE PINE FINANCIAL PARTNERS
STONE PINE FINANCIAL PARTNERS | STONE PINE FINANCIAL PARTNERS, LLC
CRD#: 175287 / SEC#: 801-121762
RIA
Registered Investment Advisory firm - (7/15/2021 Approved)New Jersey
Registered Investment Advisory firm - (7/21/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/21/2021 Terminated)Texas
Registered Investment Advisory firm - (7/20/2021 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
Pennsylvania(6/15/2021)
Exams
Current Firm
SP
STONE PINE FINANCIAL PARTNERS
STONE PINE FINANCIAL PARTNERS | STONE PINE FINANCIAL PARTNERS, LLC
CRD#: 175287 / SEC#: 801-121762
RIA
Registered Investment Advisory firm - (7/15/2021 Approved)New Jersey
Registered Investment Advisory firm - (7/21/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/21/2021 Terminated)Texas
Registered Investment Advisory firm - (7/20/2021 Terminated)PREMIUM
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Contact information
Main Address
208 W. Front St, Media, PA 19063
Mailing Address
Phone number
(610) 565-9181
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 639 |
| AUM (Assets Under Management) | $ 198,957,802 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
