Todd Stoa, financial advisor Scottsdale AZ
90 score

Todd Stoa

CRD Number: 5918029
Current Firm: Wealthtrust Arizona

Todd Stoa (CRD# 5918029) is an Investment Advisor Representative working at Wealthtrust Arizona in Scottsdale, AZ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthtrust-arizona Scottsdale, AZ Mar 2014 - Current 2
Umb Phoenix, AZ Apr 2010 - Jan 2014 3
Us Bank Phoenix, AZ Apr 2009 - Apr 2010 1
Unemployed Scottsdale, AZ Feb 2009 - Apr 2009 < 1
M & I Bank Phoenix, AZ Nov 1992 - Feb 2009 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Todd J. Stoa
Phone Number: 480-483-7300
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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

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