Unclaimed Profile

Robert Frankland Stafford

VANTAGE WEALTH MANAGEMENT, LLC·SAN MATEO, California

SIE, Series 7, Series 66CFPClean record23 years registeredVANTAGE WEALTH MANAGEMENT, LLC

66 BOVET ROAD, SAN MATEO, CA 94402CRD# 4671748Firm CRD# 152374

Profile Verification

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

Identity

Robert Frankland Stafford · SAN MATEO, CA

Registration

CRD #4671748 · VANTAGE WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

VANTAGE WEALTH MANAGEMENT, LLC

Jan 2023 – present

WOODBURY FINANCIAL SERVICES, INC.

Aug 2020 – Jan 2023

SAN RAMON, CA

SECURIAN FINANCIAL SERVICES, INC.

Jul 2003 – Aug 2020

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 21, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANTAGE WEALTH MANAGEMENT, LLC

CRD 152374 · SEC 801-70921

AUM

$607M

Regulatory assets under management

Employees

1,470 client accounts

Services offered by VANTAGE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANTAGE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Frankland Stafford offer?

Robert Frankland Stafford specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN MATEO, California for a consultation.

What are Robert Frankland Stafford's credentials?

Robert Frankland Stafford holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Robert Frankland Stafford located?

Robert Frankland Stafford is based in SAN MATEO, California, working with VANTAGE WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Robert Frankland Stafford charge for services?

Robert Frankland Stafford'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 VANTAGE WEALTH MANAGEMENT, LLC?

VANTAGE WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $607M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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