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Kristen Joelle Stogniew

SALTMARSH FINANCIAL ADVISORS, L.L.C.·PENSACOLA, Florida
Clean recordSALTMARSH FINANCIAL ADVISORS, L.L.C.
900 N 12TH AVENUE, PENSACOLA, FL 32501CRD# 6774953Firm CRD# 132248

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristen Joelle Stogniew · PENSACOLA, FL
Registration
CRD #6774953 · SALTMARSH FINANCIAL ADVISORS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kristen Joelle Stogniew is a registered financial advisor based in PENSACOLA, Florida, affiliated with SALTMARSH FINANCIAL ADVISORS, L.L.C.. 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
Introduction

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03

Firm Overview

Firm
SALTMARSH FINANCIAL ADVISORS, L.L.C.
SALTMARSH FINANCIAL ADVISORS, L.L.C.
AUM
$279M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SALTMARSH FINANCIAL ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6774953
Firm CRD# 132248
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristen Joelle Stogniew offer?
Kristen Joelle Stogniew specializes in Financial Planning, Investment Management. Contact their office in PENSACOLA, Florida for a consultation.
What are Kristen Joelle Stogniew's credentials?
Kristen Joelle Stogniew is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Joelle Stogniew located?
Kristen Joelle Stogniew is based in PENSACOLA, Florida, working with SALTMARSH FINANCIAL ADVISORS, L.L.C.. Their office serves clients in the PENSACOLA metropolitan area and surrounding communities.
How does Kristen Joelle Stogniew charge for services?
Kristen Joelle Stogniew'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 SALTMARSH FINANCIAL ADVISORS, L.L.C.?
SALTMARSH FINANCIAL ADVISORS, L.L.C. has approximately 6 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SALTMARSH FINANCIAL ADVISORS, L.L.C.

Stephen Rey Reyes
PENSACOLA, FL
Benjamin Lee Bell
PENSACOLA, FL
Johnny David Lister
PENSACOLA, FL
Ronald Edward Jackson
PENSACOLA, FL
Theodore Gerard Gund
PENSACOLA, FL
William Gregg Noble
PENSACOLA, FL

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Research
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