Unclaimed Profile

Brian Richard Stertzer

WEALTHSTONE FAMILY OFFICE LLC·COLUMBUS, Ohio

Series 7Clean record17 years registeredWEALTHSTONE FAMILY OFFICE LLC

5000 HORIZONS DR, COLUMBUS, OH 43220CRD# 1155660Firm CRD# 110725

Profile Verification

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

Identity

Brian Richard Stertzer · COLUMBUS, OH

Registration

CRD #1155660 · WEALTHSTONE FAMILY OFFICE LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHSTONE FAMILY OFFICE LLC

SEQUOIA FINANCIAL GROUP, L.L.C.

Aug 2021 – Jan 2024

Hilton Head, SC

WEALTHSTONE ADVISORS

Jun 2009 – Nov 2021

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · June 22, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHSTONE FAMILY OFFICE LLC

CRD 110725 · SEC 801-20781

AUM

$1.3B

Regulatory assets under management

Employees

1,037 client accounts

Services offered by WEALTHSTONE FAMILY OFFICE LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTHSTONE FAMILY OFFICE LLC →

Introduction

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Frequently Asked Questions

What services does Brian Richard Stertzer offer?

Brian Richard Stertzer specializes in Financial Planning, Investment Management.

What are Brian Richard Stertzer's credentials?

Brian Richard Stertzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Richard Stertzer located?

Brian Richard Stertzer is based in COLUMBUS, Ohio, last registered with WEALTHSTONE FAMILY OFFICE LLC.

How does Brian Richard Stertzer charge for services?

Brian Richard Stertzer'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 WEALTHSTONE FAMILY OFFICE LLC?

WEALTHSTONE FAMILY OFFICE LLC has approximately 19 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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