STEPHANIE MARGO BLOOMBERG is an investment adviser representative (IAR) with state registration records since 2014, appearing at 3 firms. Currently registered with MUTUAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MUTUAL ADVISORS, LLC | 2022-07-01 | present | Yes |
| ORION PORTFOLIO SOLUTIONS, LLC | 2019-01-08 | 2022-06-24 | — |
| ORION PORTFOLIO SOLUTIONS, LLC | 2014-11-26 | 2018-12-31 | — |