Stephanie Waskey has been an investment adviser representative at Aegis Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
- – present · under a yearBel Air, MD · Adviser representative · Firm CRD 301990
Investment adviser representative registrations
Stephanie Waskey is registered as an investment adviser representative in Maryland, since February 2026.
- MarylandSince 3 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Stephanie Danielle Waskey
- CRD
- 8218444
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- 103 N Main St., Suite B, Bel Air, MD 21014
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Stephanie Waskey work?
Stephanie Waskey is an investment adviser representative registered through Aegis Wealth Management, Inc. since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Stephanie Waskey a financial advisor?
Yes. Stephanie Waskey has a current investment-adviser registration in Maryland, through Aegis Wealth Management since February 2026.
How many years of experience does Stephanie Waskey have?
Stephanie Waskey has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Stephanie Waskey passed?
Stephanie Waskey passed the Series 65 in December 2025.
Where is Stephanie Waskey based?
Stephanie Waskey’s registered office is in Bel Air, MD.
Is Stephanie Waskey registered with FINRA?
No. Stephanie Waskey has no current broker registration.
How can I verify Stephanie Waskey’s record?
Search CRD 8218444 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Waskey’s full registration record.
