Unclaimed Profile

Todd Jeffrey Stoa

WEALTHTRUST ARIZONA LLC·SCOTTSDALE, Arizona

Series 6, Series 63, Series 65Clean record14 years registeredWEALTHTRUST ARIZONA LLC

8434 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 5918029Firm CRD# 141926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Jeffrey Stoa · SCOTTSDALE, AZ

Registration

CRD #5918029 · WEALTHTRUST ARIZONA LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHTRUST ARIZONA LLC

WEALTHTRUST ARIZONA

Oct 2014 – Jun 2018

SCOTTSDALE, AZ

UMB FINANCIAL SERVICES, INC.

Nov 2011 – Jan 2014

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · November 4, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHTRUST ARIZONA LLC

CRD 141926 · SEC 801-67203

AUM

$436M

Regulatory assets under management

Employees

1,297 client accounts

Services offered by WEALTHTRUST ARIZONA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTHTRUST ARIZONA LLC →

Introduction

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Frequently Asked Questions

What services does Todd Jeffrey Stoa offer?

Todd Jeffrey Stoa specializes in Financial Planning, Investment Management.

What are Todd Jeffrey Stoa's credentials?

Todd Jeffrey Stoa is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Todd Jeffrey Stoa located?

Todd Jeffrey Stoa is based in SCOTTSDALE, Arizona, last registered with WEALTHTRUST ARIZONA LLC.

How does Todd Jeffrey Stoa charge for services?

Todd Jeffrey Stoa's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHTRUST ARIZONA LLC?

WEALTHTRUST ARIZONA LLC has approximately 9 employees and manages $436M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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