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Bruce Carl Stoltenberg

SOUNDVIEW ADVISORS, INC.·OLYMPIA, Washington
Unclaimed Profile
1441 WEST BAY DRIVE, OLYMPIA, WA 98502CRD# 1064851Firm CRD# 114437
01

About

Bruce Carl Stoltenberg is a registered financial advisor based in OLYMPIA, Washington, affiliated with SOUNDVIEW ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOUNDVIEW ADVISORS, INC.
SOUNDVIEW ADVISORS
AUM
$345M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SOUNDVIEW ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1064851
Firm CRD# 114437
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Carl Stoltenberg offer?
Bruce Carl Stoltenberg specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in OLYMPIA, Washington for a consultation.
What are Bruce Carl Stoltenberg's credentials?
Bruce Carl Stoltenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Carl Stoltenberg located?
Bruce Carl Stoltenberg is based in OLYMPIA, Washington, working with SOUNDVIEW ADVISORS, INC.. Their office serves clients in the OLYMPIA metropolitan area and surrounding communities.
How does Bruce Carl Stoltenberg charge for services?
Bruce Carl Stoltenberg'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 SOUNDVIEW ADVISORS, INC.?
SOUNDVIEW ADVISORS, INC. has approximately 11 employees and manages $345M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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