RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
S•••••••• L••• R•••••••••
- Title
- Operations Manager | Financial Plannerreportedvcpwealth.comfirm site, Sep 15, 2026
- founder other
- “Stephanie lives in Frederick County with her husband and co-founder of VCP, Chandru.”reportedvcpwealth.comthe sentence on the bio page
- Years, as the firm states
- 23reportedvcpwealth.com“Stephanie is V••••••• C•••••• P•••••••’ Operations Manager and Financial Planner, bringing 23 years of experience to the team.”
- Professional profile
- vcpwealth.com/team-member-01/stephanie-ramachandranreportedvcpwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- V••••••• C•••••• P••••••• independent RIA currentsince Jan 7, 2025 · Frederick, Md
- A••••••••• F•••••••• S•••••••• L•• national BDJul 30, 2002 to Jun 1, 2021 · Frederick, Md
- A••••••••• F•••••••• S•••••••• L•• to V••••••• C•••••• P•••••••left Jun 1, 2021, registered Jan 7, 2025 (1316 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address