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STANSBERRY ASSET MANAGEMENT, LLC
STANSBERRY ASSET MANAGEMENT, LLC
WESTLAKE, Texas
·
8 registered advisors
·
CRD# 282103
SEC# 801-107061
3
646-854-4370
01
Firm Overview
AUM
$876M
Regulatory assets under management
Employees
36
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at STANSBERRY ASSET MANAGEMENT, LLC
8 registered advisors
Christopher James Delaura
WESTLAKE, Texas
CRD# 2899748
Eamonn Grant Obrien
WESTLAKE, Texas
CRD# 4817949
Jean Rambo Hankey
NEW YORK, New York
CRD# 6591838
John Thomas Formichella
NEW YORK, New York
CRD# 5558126
Molly Kathleen Lienesch
NEW YORK, New York
CRD# 6777526
Myles Herschel Norin
NEW YORK, New York
CRD# 6592344
Vincent Dolce
NEW YORK, New York
CRD# 6170811
William Robert Bonner
NEW YORK, New York
CRD# 6591831
05
Office Locations
NEW YORK, New York
6 advisors
WESTLAKE, Texas
2 advisors
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Data sourced from SEC Form ADV filings. STANSBERRY ASSET MANAGEMENT, LLC (CRD# 282103) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.