Unclaimed Profile

Robert Thomas Stenson

STENSON FINANCIAL CORPORATION·LARKSPUR, California

Series 2Clean record34 years registeredSTENSON FINANCIAL CORPORATION

101 LARKSPUR LANDING CIRCLE, SUITE 221, LARKSPUR, CA 94939-1710CRD# 2197095Firm CRD# 133753

Profile Verification

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

Identity

Robert Thomas Stenson · LARKSPUR, CA

Registration

CRD #2197095 · STENSON FINANCIAL CORPORATION · 34 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STENSON FINANCIAL CORPORATION

STENSON FINANCIAL CORPORATION

Nov 1991 – Apr 2018

LARKSPUR, CA

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · November 21, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STENSON FINANCIAL CORPORATION

CRD 133753 · SEC 801-68061

AUM

$30M

Regulatory assets under management

Employees

52 client accounts

Services offered by STENSON FINANCIAL CORPORATION

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STENSON FINANCIAL CORPORATION →

Introduction

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Frequently Asked Questions

What services does Robert Thomas Stenson offer?

Robert Thomas Stenson specializes in Investment Management.

What are Robert Thomas Stenson's credentials?

Robert Thomas Stenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Stenson located?

Robert Thomas Stenson is based in LARKSPUR, California, last registered with STENSON FINANCIAL CORPORATION.

How does Robert Thomas Stenson charge for services?

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

How large is STENSON FINANCIAL CORPORATION?

STENSON FINANCIAL CORPORATION has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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