Shanly StachCRD Number: 1373838
Current Firm: Wasmer, Schroeder & Company, LLC
Shanly Stach (CRD# 1373838) is an Investment Advisor Representative working at Wasmer, Schroeder & Company, LLC in Naples, FL and has over 32 years of experience in the finance industry.
Riverglades Family Offices, LLC
Independent Financial Partners
Aci Wealth Advisors
|Wasmer, Schroeder & Company, Inc.||Naples, FL||May 2010 - Current||7|
|None||Portland, OR||Jan 2010 - May 2010||< 1|
|Seattle-northwest Securities Corporation||Seattle, WA||Feb 2002 - Jan 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1985|
|S65||NASAA Investment Advisors Law Examination||May 2002|
Total Assets Under Management7,634MILLIONS
Total Number of Accounts3,808ACCOUNTS
Average Account Value$2,004,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
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