TrueAdvisor
TrueAdvisor
SM
SM

Stephanie Elaine Mills

Homestead Advisers CORP.
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Homestead Advisers CORP.
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
2 clients
Average Client Portfolio
$3.9B average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$5M

Location

4301 Wilson Blvd., Arlington, VA, 22203-1860

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Homestead Financial Services CORP.
October 2022 - Present · 3 yrs 4 mos
Homestead Financial Services CORP.Broker
October 2022 - Present · 3 yrs 4 mos
Homestead Advisers CORP.
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Saxony Securities, INC.Broker
November 2020 - September 2022 · 1 yr 10 mos
Saxony Securities, INC.Broker
March 2018 - December 2018 · 9 mos
Plan Group Financial, INC.
February 2018 - September 2022 · 4 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
May 2016 - September 2016 · 4 mos
Wells Fargo Advisors, LLC
October 2008 - December 2009 · 1 yr 2 mos
Wells Fargo Advisors, LLCBroker
October 2008 - December 2009 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2005 - October 2008 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - October 2008 · 8 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.