# STEPHANIE NOREEN RICHMAN

STEPHANIE NOREEN RICHMAN is an investment adviser representative (IAR) with state registration records since 1997, appearing at 4 firms. Currently registered with EP WEALTH ADVISORS, LLC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2025-01-01 | present | Yes |
| [RICHMAN FINANCIAL PLANNING](https://search.stillhousedata.com/firm/295529) | 2018-06-18 | 2019-06-24 | — |
| [FIDELITY PERSONAL TRUST COMPANY, FSB](https://search.stillhousedata.com/firm/109516) | 2005-01-27 | 2007-03-28 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 1997-07-08 | 2017-07-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1638779)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1638779.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.