Unclaimed Profile

Stanley Clayton Lochrie

ETESIAN WEALTH ADVISORS, INC.·WEST LINN, Oregon

Series 6, Series 7, Series 63, Series 6528 years registeredETESIAN WEALTH ADVISORS, INC.

1969 WILLAMETTE FALLS DRIVE, #200, WEST LINN, OR 97068CRD# 2208453Firm CRD# 152127

Profile Verification

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

Identity

Stanley Clayton Lochrie · WEST LINN, OR

Registration

CRD #2208453 · ETESIAN WEALTH ADVISORS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

ETESIAN WEALTH ADVISORS, INC.

Dec 2009 – present

AIG FINANCIAL ADVISORS, INC.

Oct 2005 – Dec 2005

PORTLAND, OR

MOSS ADAMS WEALTH ADVISORS LLC

Apr 1999 – Jan 2010

PORTLAND, OR

SENTRA SECURITIES CORP

Jun 1998 – Oct 2005

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · June 26, 1998

Years registered · 28

Disclosure History

2002Customer Dispute·Denied

2002Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ETESIAN WEALTH ADVISORS, INC.

CRD 152127 · SEC 801-70785

AUM

$285M

Regulatory assets under management

Employees

507 client accounts

Services offered by ETESIAN WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ETESIAN WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Stanley Clayton Lochrie offer?

Stanley Clayton Lochrie specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LINN, Oregon for a consultation.

What are Stanley Clayton Lochrie's credentials?

Stanley Clayton Lochrie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stanley Clayton Lochrie located?

Stanley Clayton Lochrie is based in WEST LINN, Oregon, working with ETESIAN WEALTH ADVISORS, INC.. Their office serves clients in the WEST LINN metropolitan area and surrounding communities.

How does Stanley Clayton Lochrie charge for services?

Stanley Clayton Lochrie'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 ETESIAN WEALTH ADVISORS, INC.?

ETESIAN WEALTH ADVISORS, INC. has approximately 6 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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