Unclaimed Profile

William Falling Stotz

STALEY CAPITAL ADVISERS INC·PITTSBURGH, Pennsylvania

Clean recordSTALEY CAPITAL ADVISERS INC

ONE OXFORD CENTRE, PITTSBURGH, PA 15219CRD# 1148166Firm CRD# 107118

Profile Verification

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

Identity

William Falling Stotz · PITTSBURGH, PA

Registration

CRD #1148166 · STALEY CAPITAL ADVISERS INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Falling Stotz is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with STALEY CAPITAL ADVISERS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STALEY CAPITAL ADVISERS INC

AUM

$2.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STALEY CAPITAL ADVISERS INC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1148166

Firm CRD# 107118

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Falling Stotz offer?

William Falling Stotz specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in PITTSBURGH, Pennsylvania for a consultation.

What are William Falling Stotz's credentials?

William Falling Stotz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Falling Stotz located?

William Falling Stotz is based in PITTSBURGH, Pennsylvania, working with STALEY CAPITAL ADVISERS INC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.

How does William Falling Stotz charge for services?

William Falling Stotz'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 STALEY CAPITAL ADVISERS INC?

STALEY CAPITAL ADVISERS INC has approximately 13 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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