Unclaimed Profile

Scott Stauffer

WEALTH DESIGN, LLC·CAMPBELL, California

Clean recordWEALTH DESIGN, LLC

1999 S. BASCOM AVENUE, CAMPBELL, CA 95008CRD# 2075137Firm CRD# 114293

Profile Verification

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

Identity

Scott Stauffer · CAMPBELL, CA

Registration

CRD #2075137 · WEALTH DESIGN, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Stauffer is a registered financial advisor based in CAMPBELL, California, affiliated with WEALTH DESIGN, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTH DESIGN, LLC

AUM

$312M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTH DESIGN, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2075137

Firm CRD# 114293

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Stauffer offer?

Scott Stauffer specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.

What are Scott Stauffer's credentials?

Scott Stauffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Stauffer located?

Scott Stauffer is based in CAMPBELL, California, working with WEALTH DESIGN, LLC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.

How does Scott Stauffer charge for services?

Scott Stauffer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH DESIGN, LLC?

WEALTH DESIGN, LLC has approximately 3 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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