Ephimia Coumanakos
Investment Adviser Representative at Steadtrust
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ephimia Coumanakos is an investment adviser representative with Steadtrust in Wilmington, DE, where they have been registered since 2025. They have worked in the securities industry since 2005 and have been registered with 4 firms, including B. Riley Wealth Advisors, Inc. and WFG Advisors, LP. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Delaware and Texas.
Registrations & licenses
- Investment adviser:
- Delaware, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WFG Investments IncAug 2011 – Aug 2017Wilmington, DE
- WFG Advisors, LPAug 2011 – Aug 2017Wilmington, DE
- National Securities CorpAug 2017 – Jun 2022Wilmington, DE
- B. Riley Wealth ManagementJul 2022 – Apr 2025Wilmington, DE
- Steadtrust, LLCApr 2025 – no end date reportedWilmington, DE
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Steadtrust
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.02
- Portfolio Management - All Assets2.00%
- Pension Consulting - All Assets1.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Wilmington, DE
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ephimia Coumanakos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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