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Maria Katharine Stalter

BETTER MONEY DECISIONS, LLC·SANTA FE, New Mexico
Clean recordBETTER MONEY DECISIONS, LLC
460 ST. MICHAEL'S DRIVE, SANTA FE, NM 87505CRD# 6120014Firm CRD# 172980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maria Katharine Stalter · SANTA FE, NM
Registration
CRD #6120014 · BETTER MONEY DECISIONS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Maria Katharine Stalter is a registered financial advisor based in SANTA FE, New Mexico, affiliated with BETTER MONEY DECISIONS, LLC. 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
BETTER MONEY DECISIONS, LLC
BETTER MONEY DECISIONS
AUM
$272M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BETTER MONEY DECISIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6120014
Firm CRD# 172980
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Maria Katharine Stalter offer?
Maria Katharine Stalter specializes in Financial Planning, Investment Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Maria Katharine Stalter's credentials?
Maria Katharine Stalter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maria Katharine Stalter located?
Maria Katharine Stalter is based in SANTA FE, New Mexico, working with BETTER MONEY DECISIONS, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Maria Katharine Stalter charge for services?
Maria Katharine Stalter'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 BETTER MONEY DECISIONS, LLC?
BETTER MONEY DECISIONS, LLC has approximately 8 employees and manages $272M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Lea Ann Garrison Knight
SANTA FE, NM
Lorraine Frassinell Ell
SANTA FE, NM

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