AP
Audrey E. Petrash
STEGENT EQUITY ADVISORS
Houston, TX 77046
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CRD#: 7773552
AP
Professional summary
Audrey Erin Petrash is a registered financial advisor currently at STEGENT EQUITY ADVISORS INC. located in Houston, Texas.
Audrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Audrey 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 Audrey Erin Petrash'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 22, 2023 - Present
STEGENT EQUITY ADVISORS INC.
Office #1: 24 Greenway Plaza Suite 1507, Houston, TX 77046RIA
CRD#: 114518
Houston, TX
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".
SE
STEGENT EQUITY ADVISORS INC.
STEGENT EQUITY ADVISORS INC.
CRD#: 114518 / SEC#: 801-63736
RIA
Registered Investment Advisory firm - (2/17/2005 Approved)Texas
Registered Investment Advisory firm - (5/20/2005 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
Texas(6/22/2023)
Exams
Current Firm
SE
STEGENT EQUITY ADVISORS INC.
STEGENT EQUITY ADVISORS INC.
CRD#: 114518 / SEC#: 801-63736
RIA
Registered Investment Advisory firm - (2/17/2005 Approved)Texas
Registered Investment Advisory firm - (5/20/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
24 Greenway Plaza Suite 1507, Houston, TX 77046
Mailing Address
Phone number
713-840-9300 X104
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 372 |
| AUM (Assets Under Management) | $ 208,998,632 |
Red Flags
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