William Stahm, financial advisor Denver CO
90 score

William Stahm

CRD Number: 6082317
Current Firm: Newport Coast Asset Management

William Stahm (CRD# 6082317) is an Investment Advisor Representative working at Newport Coast Asset Management in Denver, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Newport Coast Securities New York, NY Jun 2015 - Current 1
Transamerica Financial Advisors, Inc. Westminster, CO Jun 2012 - Apr 2015 2
World Financial Group, Inc. Westminster, CO Jan 2012 - Apr 2015 3
Stahm Resources Amp; Products, LLC Brighton, CO Mar 2005 - Apr 2015 10
Foresight Products Commerce City, CO Jul 2007 - Feb 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Sep 2012
Contact Info for William G. Stahm
Phone Number: 646-259-4700
Registered State(s):
  • AZ
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    79
    MILLIONS
  • Total Number of Accounts
    557
    ACCOUNTS
  • Average Account Value
    $141,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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