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Mary Tunstall Staton

STATON FINANCIAL ADVISORS, LLC·CHARLOTTE, North Carolina
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6525 MORRISON BOULEVARD, CHARLOTTE, NC 28211CRD# 4594562Firm CRD# 120238
01

About

Mary Tunstall Staton is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with STATON FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
STATON FINANCIAL ADVISORS, LLC
STATON FINANCIAL ADVISORS, LLC
AUM
$114M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STATON FINANCIAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4594562
Firm CRD# 120238
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mary Tunstall Staton offer?
Mary Tunstall Staton specializes in Investment Management, Fee-Only Advisory. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Mary Tunstall Staton's credentials?
Mary Tunstall Staton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Tunstall Staton located?
Mary Tunstall Staton is based in CHARLOTTE, North Carolina, working with STATON FINANCIAL ADVISORS, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Mary Tunstall Staton charge for services?
Mary Tunstall Staton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STATON FINANCIAL ADVISORS, LLC?
STATON FINANCIAL ADVISORS, LLC has approximately 4 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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