Stephanie M. Morawski

EXPRESSIVE WEALTH LLC

Grosse Pointe, MI

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CRD#: 7637945

Professional summary

Stephanie Marie Morawski, who also goes by Steph Morawski, Stephanie Morawski, is a registered financial advisor currently at EXPRESSIVE WEALTH LLC located in Grosse Pointe, Michigan.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephanie has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steph Morawski | Stephanie Morawski

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.

MID Concierge, LLC; No; Grosse Point, MI; Divorce Coaching & Consulting; Owner; 05/2022; 80/ HRS MO; 20/ HRS MO; Provides coaching and consulting services to divorce related professionals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Marie Morawski's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 6, 2024 - Present

EXPRESSIVE WEALTH LLC

RIA

CRD#: 329974

Grosse Pointe, MI

Past

December 14, 2022 - December 5, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

TROY, MI

Past

October 28, 2022 - December 5, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

TROY, MI

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".

EXPRESSIVE WEALTH LLC

CRD#: 329974 / SEC#: 801-129561

RIA

Registered Investment Advisory firm - (2/23/2024 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

Michigan
(12/6/2024)

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 66

Date: 12/2/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/28/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/2/2022

Securities Industry Essentials Examination

Current Firm

EXPRESSIVE WEALTH LLC

CRD#: 329974 / SEC#: 801-129561

RIA

Registered Investment Advisory firm - (2/23/2024 Approved)

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Contact information

Main Address

6650 N Northwest Hwy Suite 1w, Chicago, IL 60631

Mailing Address

Phone number

(847) 595-8812

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/13/2025)

Regulatory assets under management

Total Number of Accounts	329
AUM (Assets Under Management)	$ 131,082,341

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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Stephanie M. Morawski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Marie Morawski's CRS (Customer Relationship Summary).

Certified licenses

Experience

EXPRESSIVE WEALTH LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

EXPRESSIVE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/2/2022

Series 7TO

Date: 10/28/2022

SIE

Date: 9/2/2022

Current Firm

EXPRESSIVE WEALTH LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EXPRESSIVE WEALTH LLC

TRUST BUT VERIFY

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