Stephanie Cunningham has been an investment adviser representative at Carmel Capital Partners since September 2023, and is not listed among the firm’s executive officers or direct owners.
Carmel Capital Partners, LLC is a San Diego, CA firm with $434M under management, 263 clients and 5 advisers across 5 offices, as of its March 2026 filing.
Stephanie Cunningham’s longest registration is the current one, 3 years at Carmel Capital Partners since 2023. Before joining Carmel Capital Partners in 2023, Stephanie Cunningham was registered through D. M. Brenner, Inc. and Beta Wealth Group, Inc.
- Carmel Capital Partners, LLCCurrent– present · 3 yearsSan Diego, CA · Adviser representative · Firm CRD 123907
- D. M. Brenner, Inc.– · 1 yearSolana Beach, CA · Adviser representative · Firm CRD 134398
- Beta Wealth Group, Inc– · under a yearSan Diego, CA · Adviser representative · Firm CRD 165224
Investment adviser representative registrations
Stephanie Cunningham is registered as an investment adviser representative in California, since September 2023.
- CaliforniaSince 26 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephanie Marie Cunningham
- CRD
- 6283428
- Firm
- Carmel Capital Partners · CRD 123907
- Office
- 12760 HIGH BLUFF DRIVE, SUITE 210, San Diego, CA 92130
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Cunningham work?
Stephanie Cunningham is an investment adviser representative registered through Carmel Capital Partners, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Cunningham a financial advisor?
Yes. Stephanie Cunningham has a current investment-adviser registration in California, through Carmel Capital Partners since September 2023.
How many years of experience does Stephanie Cunningham have?
Stephanie Cunningham has 4 years in the financial industry, since August 2022, across 3 adviser firms.
What exams has Stephanie Cunningham passed?
Stephanie Cunningham passed the Series 65 in May 2022.
Where did Stephanie Cunningham work before Carmel Capital Partners?
Before Carmel Capital Partners, Stephanie Cunningham was registered through Beta Wealth Group, Inc, August 2022 to January 2023.
Where is Stephanie Cunningham based?
Stephanie Cunningham’s registered office is in San Diego, CA.
Is Stephanie Cunningham registered with FINRA?
No. Stephanie Cunningham has no current broker registration.
How can I verify Stephanie Cunningham’s record?
Search CRD 6283428 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Cunningham’s full registration record.
