AdvisorOS Directory
Claim Profile
Unclaimed Profile
MR

Michelle Teresa Robinson

STOLZ & ASSOCIATES, PS·TACOMA, Washington
Clean record16 years registeredSTOLZ & ASSOCIATES, PS
3102 RUSTON WAY, TACOMA, WA 98402CRD# 5250539Firm CRD# 117216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Teresa Robinson · TACOMA, WA
Registration
CRD #5250539 · STOLZ & ASSOCIATES, PS · 16 years registered
Brand Profile
Not yet started
01

Career History

STOLZ & ASSOCIATES, PS
Nov 2009 – present
02

Registrations & Exams

Registration record
First registered · November 17, 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 →
Introduction

Speak with Michelle

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michelle is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TACOMA?

Browse all registered financial advisors in TACOMA, Washington or claim this profile if it's yours.

Browse TACOMA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michelle Teresa Robinson offer?
Michelle Teresa Robinson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in TACOMA, Washington for a consultation.
What are Michelle Teresa Robinson's credentials?
Michelle Teresa Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Teresa Robinson located?
Michelle Teresa Robinson is based in TACOMA, Washington, working with STOLZ & ASSOCIATES, PS. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Michelle Teresa Robinson charge for services?
Michelle Teresa Robinson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STOLZ & ASSOCIATES, PS

Andrew Christopher Stolz
TACOMA, WA
David Arthur Stolz
TACOMA, WA

More Advisors in TACOMA, Washington

Benjamin Johan Addink
COLUMBIA RIVER ADVISORS, LLC·TACOMA, WA
Robert Brian Howell
R. BRIAN HOWELL & ASSOCIATES, INC.·TACOMA, WA
Candace Elayne Duecker
SENESCHAL ADVISORS, LLC·TACOMA, WA
Sue Ellen Summers
PURCELL ADVISORY SERVICES, LLC·TACOMA, WA
Donald Allen Foy
COLUMBIA RIVER ADVISORS, LLC·TACOMA, WA
Scott George Szeman
EVOLYTICAL INVESTMENTS LLC·TACOMA, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (382)BELLEVUE (192)SPOKANE (71)VANCOUVER (58)BELLINGHAM (41)KIRKLAND (30)GIG HARBOR (28)EDMONDS (22)MERCER ISLAND (19)OLYMPIA (17)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile