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Theodore John Wolfstich

WOLFSTICH CAPITAL, LLC·MEDFIELD, Massachusetts
Series 6, Series 7, Series 9, Series 10, Series 63, Series 66Clean record20 years registeredWOLFSTICH CAPITAL, LLC
445 MAIN STREET, MEDFIELD, MA 02052CRD# 2739474Firm CRD# 146026

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore John Wolfstich · MEDFIELD, MA
Registration
CRD #2739474 · WOLFSTICH CAPITAL, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

WOLFSTICH CAPITAL, LLC
Jan 2008 – present
CHARLES SCHWAB & CO., INC.
Oct 2005 – Jul 2007
BURLINGTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 9
Series 10
Series 63
Series 66
Registration record
First registered · October 5, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOLFSTICH CAPITAL, LLC
CRD 146026 · SEC 801-121875
AUM
$129M
Regulatory assets under management
Employees
1
256 client accounts
Services offered by WOLFSTICH CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOLFSTICH CAPITAL, LLC →
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05

Frequently Asked Questions

What services does Theodore John Wolfstich offer?
Theodore John Wolfstich specializes in Financial Planning, Investment Management. Contact their office in MEDFIELD, Massachusetts for a consultation.
What are Theodore John Wolfstich's credentials?
Theodore John Wolfstich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore John Wolfstich located?
Theodore John Wolfstich is based in MEDFIELD, Massachusetts, working with WOLFSTICH CAPITAL, LLC. Their office serves clients in the MEDFIELD metropolitan area and surrounding communities.
How does Theodore John Wolfstich charge for services?
Theodore John Wolfstich's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WOLFSTICH CAPITAL, LLC?
WOLFSTICH CAPITAL, LLC has approximately 1 employees and manages $129M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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