Unclaimed Profile

Curtis Duane Stoltzfus

SEVENONESEVEN CAPITAL MANAGEMENT, LTD·LANCASTER, Pennsylvania

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record23 years registeredSEVENONESEVEN CAPITAL MANAGEMENT, LTD

275 HESS BOULEVARD, LANCASTER, PA 17601CRD# 2602478Firm CRD# 305092

Profile Verification

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

Identity

Curtis Duane Stoltzfus · LANCASTER, PA

Registration

CRD #2602478 · SEVENONESEVEN CAPITAL MANAGEMENT, LTD · 23 years registered

Brand Profile

Not yet started

Career History

SILVER OAK SECURITIES, INC.

Mar 2023 – present

SEVENONESEVEN CAPITAL MANAGEMENT

Nov 2019 – Mar 2023

LANCASTER, PA

AMBASSADOR ADVISORS, LLC

Jan 2007 – Aug 2020

LANCASTER, PA

AXA ADVISORS, LLC

Aug 2002 – Sep 2011

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 16, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEVENONESEVEN CAPITAL MANAGEMENT, LTD

CRD 305092 · SEC 801-117445

AUM

$631M

Regulatory assets under management

Employees

4,894 client accounts

Services offered by SEVENONESEVEN CAPITAL MANAGEMENT, LTD

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at SEVENONESEVEN CAPITAL MANAGEMENT, LTD →

Introduction

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Frequently Asked Questions

What services does Curtis Duane Stoltzfus offer?

Curtis Duane Stoltzfus specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Curtis Duane Stoltzfus's credentials?

Curtis Duane Stoltzfus holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Curtis Duane Stoltzfus located?

Curtis Duane Stoltzfus is based in LANCASTER, Pennsylvania, working with SEVENONESEVEN CAPITAL MANAGEMENT, LTD. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Curtis Duane Stoltzfus charge for services?

Curtis Duane Stoltzfus'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 SEVENONESEVEN CAPITAL MANAGEMENT, LTD?

SEVENONESEVEN CAPITAL MANAGEMENT, LTD has approximately 8 employees and manages $631M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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