Unclaimed Profile

Maria Katharine Stalter

BETTER MONEY DECISIONS, LLC·SANTA FE, New Mexico

Series 65Clean record13 years registeredBETTER 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 · 13 years registered

Brand Profile

Not yet started

Career History

CORE PLANNING

Aug 2025 – present

BOLDIN ADVISORS

Mar 2026 – May 2026

Albuquerque, NM

BLUE MARLIN ADVISORS, LLC

Apr 2023 – Sep 2024

Santa Fe, NM

PROSPERITYSOURCE ADVISORS

Jun 2020 – Mar 2021

Los Alamos, NM

BETTER MONEY DECISIONS

Sep 2014 – Mar 2020

ALBUQUERQUE, NM

PORTFOLIO WEALTH ADVISORS

Oct 2012 – Sep 2014

ALBUQUERQUE, NM

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 16, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BETTER MONEY DECISIONS, LLC

CRD 172980 · SEC 801-115227

AUM

$272M

Regulatory assets under management

Employees

276 client accounts

Services offered by BETTER MONEY DECISIONS, 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 BETTER MONEY DECISIONS, LLC →

Introduction

Speak with Maria

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Maria is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA FE?

Browse all registered financial advisors in SANTA FE, New Mexico or claim this profile if it's yours.

Browse SANTA FE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →