Stephanie P. Ringrose

NAVOLIO & TALLMAN ADVISORS

Walnut Creek, CA 94596

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CRD#: 7651688

Professional summary

Stephanie Patricia Ringrose, who also goes by Stephanie Chin, is a registered financial advisor currently at NAVOLIO & TALLMAN ADVISORS LLC located in Walnut Creek, California.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stephanie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie Chin

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Patricia Ringrose'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®

None

Experience

Current

October 26, 2022 - Present

NAVOLIO & TALLMAN ADVISORS LLC

Office #1: 2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596

RIA

CRD#: 318582

Walnut Creek, CA

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

California
(10/26/2022)

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

Current Firm

NAVOLIO & TALLMAN ADVISORS LLC

CRD#: 318582 / SEC#:

California

Registered Investment Advisory firm - (7/19/2022 Approved)

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Contact information

Main Address

2121 N. California Blvd., Suite 610, Walnut Creek, CA 94596

Mailing Address

Phone number

(415) 956-1750

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.