Unclaimed Profile

Don Gus Stamas

DEFENDER CAPITAL LLC·CHARLOTTE, North Carolina

Series 7, Series 24, Series 63, Series 65Clean record24 years registeredDEFENDER CAPITAL LLC

1310 SOUTH TRYON STREET, CHARLOTTE, NC 28203CRD# 2867492Firm CRD# 159607

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Don Gus Stamas · CHARLOTTE, NC

Registration

CRD #2867492 · DEFENDER CAPITAL LLC · 24 years registered

Brand Profile

Not yet started

Career History

DEFENDER CAPITAL

Jan 2013 – present

LPL FINANCIAL LLC

Jun 2007 – Dec 2012

CHARLOTTE, NC

MOORS & CABOT INC

Jan 2003 – Aug 2007

CHARLOTTE, NC

MOORS & CABOT INC

Aug 2002 – Dec 2002

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 6, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DEFENDER CAPITAL LLC

CRD 159607 · SEC 801-80977

AUM

$414M

Regulatory assets under management

Employees

511 client accounts

Services offered by DEFENDER CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DEFENDER CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Don Gus Stamas offer?

Don Gus Stamas specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Don Gus Stamas's credentials?

Don Gus Stamas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Don Gus Stamas located?

Don Gus Stamas is based in CHARLOTTE, North Carolina, working with DEFENDER CAPITAL LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Don Gus Stamas charge for services?

Don Gus Stamas'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 DEFENDER CAPITAL LLC?

DEFENDER CAPITAL LLC has approximately 7 employees and manages $414M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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