Stimson Schantz (CRD# 7902319) is an Investment Advisor Representative working at Graham Capital Wealth Management, LLC in Sarasota, FL and has 1 year of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Graham Capital Wealth Management, LLC | Sarasota, FL | Apr 2024 - Current | < 1 |
| Retired | Sarasota, FL | Jun 2019 - Apr 2024 | 4 |
| Self Employed | New York, NY | Jun 2018 - Jun 2019 | 1 |
| New York Eye And Ear Infirmary | New York, NY | Mar 1998 - Jun 2018 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- FL
-
Total Assets Under Management196MILLIONS
-
Total Number of Accounts1,115ACCOUNTS
-
Average Account Value$175,534
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
DC, FL, LA, NH, TX
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