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Detailed Report
Stephanie White McCullough
STEPHANIE W MCCULLOUGH, STEPHANIE PAIGE WHITE
CRD#: 2938414
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Investment Adviser
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Previous Broker
PRIVATE ADVISOR GROUP, LLCCRD#: 155216 1055 Westlakes Drive, Suite 300
Berwyn, PA 19312
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2013 - 2014 (<1 year)IAPRIVATE ADVISOR GROUP, LLC (CRD# 155216)2019 - Present (6 years)BTRIAD ADVISORS LLC (CRD# 25803)2014 - 2019 (4 years)BWALNUT STREET SECURITIES, INC. (CRD# 15840)1998 - 2013 (15 years)IAAMERICAN FINANCIAL MANAGEMENT ... (CRD# 119449)2003 - 2018 (15 years)IAIFG RUSSELL ADVISORS INC (CRD# 108677)1998 - 2017 (19 years)IAWALNUT STREET SECURITIES, INC. (CRD# 15840)2010 - 2013 (2 years)
License(s)

State Registrations

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Pennsylvania 1/2/2019
Current Registration(s)
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PRIVATE ADVISOR GROUP, LLC (CRD#:155216)
1055 Westlakes Drive, Suite 300, Berwyn, PA 19312
Registered with this firm since 1/2/2019
Previous Registration(s)
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 05/05/2014 - 01/03/2019 TRIAD ADVISORS LLC (CRD#:25803) Berwyn, PA
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 06/04/2003 - 12/31/2018 AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. (CRD#:119449) BERWYN, PA
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 04/20/1998 - 12/31/2017 IFG RUSSELL ADVISORS INC (CRD#:108677) BERWYN , PA
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 09/03/2013 - 05/05/2014 CETERA ADVISOR NETWORKS LLC (CRD#:13572) BERWYN, PA
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 09/03/2013 - 05/05/2014 CETERA ADVISOR NETWORKS LLC (CRD#:13572) BERWYN, PA
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 10/07/2010 - 09/03/2013 WALNUT STREET SECURITIES, INC. (CRD#:15840) BERWYN, PA
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 03/23/1998 - 09/03/2013 WALNUT STREET SECURITIES, INC. (CRD#:15840) BERWYN, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.