Stefanie
Crowe
Equita Financial Network, Inc
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About this Advisor
Stefanie Crowe is a certified financial planner working in Fort Washington, Pennsylvania with a total of 3 years of relevant experience. Crowe works at Equita Financial Network, Inc. Throughout their career, they have worked at Pinnacle Financial Partners (Formerly Capitalmark Bank & Trust), Smartbank (Formerly Cornerstone Community Bank), Stone Bridge Asset Management, LLC and Equita Financial Network, Inc. Crowe maintains Series 63, Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Tennessee. Equita Financial Network, Inc is an advisory business that has its headquarters in Fort Washington, PA. The firm has offices in six locations and a total of seven advisors. It administers $152 million in assets under management across its 821 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 821 client accounts, 15% belong to high-net-worth clients who have more than $1 million in investable assets. Equita Financial Network, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically depend on the type of financial services. Fees billed by Equita Financial Network, Inc likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Equita Financial Network, Inc Brokerage Details
$151,519,331
7
821
$184,555
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stefanie Crowe Work History
Stefanie has been registered as a financial advisor for 3 years.*
Equita Financial Network, Inc
Stone Bridge Asset Management, LLC
Smartbank (Formerly Cornerstone Community Bank)
Pinnacle Financial Partners (Formerly Capitalmark Bank & Trust)
*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 Stefanie Crowe 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 Equita Financial Network, Inc
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Houston, TX
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
