Berni Marie Stevens

Independent Advisor Alliance, LLC

2 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Independent Advisor Alliance, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

286 advisors

Number of Clients

34,127 clients

Average Client Portfolio

$412K average

Assets Under Management

$14.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

Annapolis, MD

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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.

Employment History

Current Registrations

Independent Advisor Alliance, LLC

February 2025 - Present · 1 yr

Previous Registrations

Morgan Stanley

April 2015 - April 2017 · 2 yrs

Morgan StanleyBroker

March 2015 - April 2017 · 2 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.