Stephanie Terbrock has been an investment adviser representative at Elite Life Management since March 2021, and is not listed among the firm’s executive officers or direct owners. Stephanie Terbrock holds a Bachelor's degree in Economics from the University of Mississippi.
Elite Life Management LLC is an Erie, PA firm with $147M under management, 91 clients and 4 advisers across 2 offices, as of its November 2025 filing.
Stephanie Terbrock is Advisor Associate of Elite Life Management, based in Sarasota, Florida. She started her career in financial services at Merrill Lynch in Lakewood Ranch, Florida, in 2020.
Stephanie Terbrock’s longest registration is the current one, 5 years at Elite Life Management since 2021. Before joining Elite Life Management in 2021, Stephanie Terbrock was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC.
- Elite Life Management LLCCurrent– present · 5 yearsErie, PA · Adviser representative · Firm CRD 310917
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearLakewood Ranch, FL · Adviser representative · Firm CRD 7691
- Wells Fargo Clearing Services, LLC– · 1 yearSt. Louis, MO · Adviser representative · Firm CRD 19616
Professional designations
Listed by Elite Life Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stephanie Terbrock is registered as an investment adviser representative in Florida, since March 2021.
- FloridaSince 19 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 21 March 2024 |
| Series 66 | Uniform Combined State Law Examination | 27 August 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 2018 |
| Series 7 | General Securities Representative Examination | 28 August 2018 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephanie Joan Terbrock
- CRD
- 6989890
- Firm
- Elite Life Management · CRD 310917
- Office
- 2725 COLONIAL AVE, Erie, PA 16505
- Registration
- Investment adviser registration
- In the industry since
- September 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elitelifeteam.com
Where does Stephanie Terbrock work?
Stephanie Terbrock is an investment adviser representative registered through Elite Life Management LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Terbrock a financial advisor?
Yes. Stephanie Terbrock has a current investment-adviser registration in Florida, through Elite Life Management since March 2021.
How many years of experience does Stephanie Terbrock have?
Stephanie Terbrock has 8 years in the financial industry, since September 2018, across 3 adviser firms.
What exams has Stephanie Terbrock passed?
Stephanie Terbrock has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 7TO. The earliest, the Series 7, was passed in August 2018. FINRA credited Stephanie Terbrock with the SIE, which began in October 2018.
Where did Stephanie Terbrock work before Elite Life Management?
Before Elite Life Management, Stephanie Terbrock was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, February 2020 to March 2021; Wells Fargo Clearing Services, LLC, January 2019 to February 2020.
Where is Stephanie Terbrock based?
Stephanie Terbrock’s registered office is in Erie, PA.
Is Stephanie Terbrock registered with FINRA?
No. Stephanie Terbrock has no current broker registration.
Is Stephanie Terbrock a CFP?
Elite Life Management lists Stephanie Terbrock with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Stephanie Terbrock, CFP® biography, elitelifeteam.com
How can I verify Stephanie Terbrock’s record?
Search CRD 6989890 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Terbrock’s full registration record.
- Christopher AllegrettiChief Executive Officer
- Scott CrossChief Operating Officer
- Michael WassmannChief Compliance Officer
Jeremy ShelbyManager