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Robert Frankland Stafford

VANTAGE WEALTH MANAGEMENT, LLC·SAN MATEO, California
Clean recordVANTAGE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Frankland Stafford is a registered financial advisor based in SAN MATEO, California, affiliated with VANTAGE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VANTAGE WEALTH MANAGEMENT, LLC
VANTAGE WEALTH MANAGEMENT, LLC
AUM
$607M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at VANTAGE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4671748
Firm CRD# 152374
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at VANTAGE WEALTH MANAGEMENT, LLC

Mitone Mendezona Griffiths
SAN MATEO, CA
John D Lee
SAN MATEO, CA
Tom O'brien
SAN MATEO, CA
Aaron Michael Agte
SAN MATEO, CA
Brandy Michele Martinez Navarro
SAN MATEO, CA
David Val Fernelius
SAN MATEO, CA

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Research
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