Stephanie
Cunningham
D. M. Brenner, Inc
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About this Advisor
Stephanie Cunningham is a financial advisor based in Solana Beach, California. Cunningham is an employee of D. M. Brenner, Inc. During their career, the advisor has held roles at Beta Wealth Group, Trilogy Financial, Blue Line Enterprises and Dm Brenner, Inc. Cunningham has a Series 65 license, certifying them as an investment advisor representative, and can serve investors in California and Texas. D. M. Brenner, Inc is a firm operating out of Solana Beach, CA. It has $141 million in assets across its 382 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 382 client accounts, 43% are associated with high-net-worth clients who have more than $1 million in assets. D. M. Brenner, Inc provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management largely vary depending on the type of services provided. However, fee types charged by D. M. Brenner, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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D. M. Brenner, Inc Brokerage Details
$141,383,897
6
382
$370,115
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Stephanie Cunningham Work History
Stephanie has been registered as a financial advisor for 0 years.*
Dm Brenner, Inc
Beta Wealth Group
Trilogy Financial
Blue Line Enterprises
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephanie Cunningham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at D. M. Brenner, Inc
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
Solana Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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