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Andrew Christopher Stolz

STOLZ & ASSOCIATES, PS·TACOMA, Washington
Series 7, Series 65, Series 66Clean record16 years registeredSTOLZ & ASSOCIATES, PS
3102 RUSTON WAY, TACOMA, WA 98402CRD# 5721796Firm CRD# 117216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Christopher Stolz · TACOMA, WA
Registration
CRD #5721796 · STOLZ & ASSOCIATES, PS · 16 years registered
Brand Profile
Not yet started
01

Career History

STOLZ & ASSOCIATES, PS
Aug 2018 – present
STOLZ & ASSOCIATES, PS
May 2012 – Dec 2013
TACOMA, WA
EDWARD JONES
Nov 2009 – May 2010
BOISE, ID
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Series 66
Registration record
First registered · November 30, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STOLZ & ASSOCIATES, PS
CRD 117216 · SEC 801-117720
AUM
$199M
Regulatory assets under management
Employees
6
474 client accounts
Services offered by STOLZ & ASSOCIATES, PS
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STOLZ & ASSOCIATES, PS →
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05

Frequently Asked Questions

What services does Andrew Christopher Stolz offer?
Andrew Christopher Stolz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TACOMA, Washington for a consultation.
What are Andrew Christopher Stolz's credentials?
Andrew Christopher Stolz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Christopher Stolz located?
Andrew Christopher Stolz is based in TACOMA, Washington, working with STOLZ & ASSOCIATES, PS. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Andrew Christopher Stolz charge for services?
Andrew Christopher Stolz'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 STOLZ & ASSOCIATES, PS?
STOLZ & ASSOCIATES, PS has approximately 6 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STOLZ & ASSOCIATES, PS

Michelle Teresa Robinson
TACOMA, WA
David Arthur Stolz
TACOMA, WA

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