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Stephanie Elliott · Austin, Texas, United States.
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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis
About
Stephanie Elliott is President and Chief Compliance Officer of Realized Financial. She oversees strategy, operations, finance and regulatory responsibilities for that entity. Her earlier financial-services work spans advisory services, clearing, custody and compliance, including serving as President and CEO of Chapin Davis.
Experience
PresidentCurrent
Realized Financial, Inc. · Austin, Texas, United States
Sep 2022 – Present
President & CEO
Chapin Davis, Inc. · Baltimore, Maryland Area
Feb 2018 – Apr 2022
Education
- University of Baltimore — BS, Business Administration · 1991 – 1994
- University of Phoenix — MAOM, Organizational Management · 2003 – 2005
Skills
Series 7Series 24Mutual FundsSecuritiesAsset ManagementRetirement PlanningSeries 63Wealth ManagementFinancial ServicesFINRAInvestmentsInvestment AdvisoryPortfolio ManagementAlternative Investments