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RIA / WealthAdvisor15 years in industry

STEPHANIE ANNE ROTH

Advisor at REAP FINANCIAL GROUP, LLC

Dunedin, FL | AUSTIN, TX

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Search this name across graphsid dfx:ria:365f9674-e0c9-9922-ce63-b7de017e2bf8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 4, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REAP FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Sep 1, 2011
First registration: Jun 4, 2015
Dual registered: no
IAPD individual key: 5636965

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REAP FINANCIAL GROUP, LLC	Independent wealth	Aug 25, 2026	n/a	yes	Dunedin, FL\|AUSTIN, TX	Current employment
CROWDSTREET ADVISORS, LLC	Asset manager	Oct 21, 2021	Jun 9, 2026	no	Austin, TX\|Reston, VA\|Austin, TX\|NEW YORK, NY\|Dunedin, FL	Previous registration
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Aug 12, 2021	no	FAIRFAX, VA	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jun 4, 2015	Nov 1, 2018	no	FAIRFAX, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CROWDSTREET ADVISORS, LLC	REAP FINANCIAL GROUP, LLC	Jun 9, 2026	Aug 25, 2026	77	Firm change	Other
EDELMAN FINANCIAL ENGINES	CROWDSTREET ADVISORS, LLC	Aug 12, 2021	Oct 21, 2021	70	Firm change	RIA to RIA
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA

Relationships

Registered with (4)

→ REAP FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Aug 25, 2026 to presentfactForm ADV
→ CROWDSTREET ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 21, 2021 to Jun 9, 2026factForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Aug 12, 2021factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 4, 2015 to Nov 1, 2018factForm ADV

Dated events

Occurred
Jun 9, 2026
Advisor changed firm
Stephanie Anne Roth left Crowdstreet Advisors, Llc for Reap Financial Group, Llc (registered 2026-08-25)
Form ADVobserved 5 days ago