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Todd Jeffrey Stoa

WEALTHTRUST ARIZONA LLC·SCOTTSDALE, Arizona
Unclaimed Profile
8434 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 5918029Firm CRD# 141926
01

About

Todd Jeffrey Stoa is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with WEALTHTRUST ARIZONA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTHTRUST ARIZONA LLC
WEALTHTRUST ARIZONA
AUM
$436M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WEALTHTRUST ARIZONA LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 5918029
Firm CRD# 141926
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Jeffrey Stoa offer?
Todd Jeffrey Stoa specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
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, working with WEALTHTRUST ARIZONA LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
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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Other Advisors at WEALTHTRUST ARIZONA LLC

Benjamin Rollins Wilson
SCOTTSDALE, AZ
Brent Connor Mcquiston
SCOTTSDALE, AZ
Jeffrey Edward Krueg
SCOTTSDALE, AZ
Paul Anthony Ahern
SCOTTSDALE, AZ
Michael Lee Bowen
SCOTTSDALE, AZ

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
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Research
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