Stephanie Smith has been Partner/Member of Keudell Morrison Wealth Management since January 2019, is not listed as a control person, but directly owns between 10% and 25% of the firm. Stephanie Smith holds a B.S. in Accounting and International Business from Oregon State University.
Keudell Morrison Wealth Management, LLC is a Salem, OR firm with $922M under management, 816 clients and 6 advisers in one office, as of its July 2026 filing.
Stephanie A. Smith is Senior Investment Advisor Representative and Partner of Keudell Morrison Wealth Management, based in Salem, OR. She focuses on assisting the next generation, including families and young professionals, with investing, saving and planning for the future. She began her career in 2002 at a regional public accounting firm, then worked for Nike in various accounting and finance roles. She joined Keudell/Morrison Wealth Management in August 2013.
Stephanie Smith’s longest registration is the current one, 8 years at Keudell Morrison Wealth Management since 2018. Before joining Keudell Morrison Wealth Management in 2018, Stephanie Smith was registered through Wells Fargo Advisors Financial Network, LLC.
- – present · 8 yearsSalem, OR · Adviser representative · Firm CRD 292600
- Wells Fargo Advisors Financial Network, LLC– · 3 yearsSalem, OR · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Stephanie Smith is registered as an investment adviser representative in 5 states. Each was approved in April 2018.
- CaliforniaSince 9 April 2018
- LouisianaSince 9 April 2018
- OregonSince 6 April 2018
- TexasSince 6 April 2018
- WashingtonSince 6 April 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 June 2014 |
| Series 7 | General Securities Representative Examination | 8 May 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephanie Anne Smith
- CRD
- 2773880
- Firm
- Keudell Morrison Wealth Management · CRD 292600
- Role
- Partner/Member
- Office
- 235 FRONT ST. SE, SUITE 300, Salem, OR 97301
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keudellmorrisonwm.com
Where does Stephanie Smith work?
Stephanie Smith has been Partner/Member of Keudell Morrison Wealth Management, LLC since January 2019.
Is Stephanie Smith a financial advisor?
Yes. Stephanie Smith has a current investment-adviser registration in California, Louisiana, Oregon, Texas and Washington, through Keudell Morrison Wealth Management since April 2018.
How many years of experience does Stephanie Smith have?
Stephanie Smith has 12 years in the financial industry, since May 2014, across 2 adviser firms.
What exams has Stephanie Smith passed?
Stephanie Smith has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2014. FINRA credited Stephanie Smith with the SIE, which began in October 2018.
Where is Stephanie Smith based?
Stephanie Smith’s registered office is in Salem, OR.
Is Stephanie Smith registered with FINRA?
No. Stephanie Smith has no current broker registration.
How can I verify Stephanie Smith’s record?
Search CRD 2773880 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Smith’s full registration record.
