Ivan Stoikoff, financial advisor Seattle WA
93 score

Ivan Stoikoff

CRD Number: 4438578
Current Firm: Maeris LP

Ivan Stoikoff (CRD# 4438578) is an Investment Advisor Representative working at Maeris LP in Seattle, WA and has over 15 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Seattle WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Similar Advisors
Sunil Sanghvi, financial advisor Seattle WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Similar Advisors
Mark Bergeron, financial advisor Seattle WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Company Name Location Dates Years
Silver Lake Capital Management LLC Seattle, WA Sep 2015 - Current 1
Self Employed Seattle, WA Jan 2015 - Aug 2015 < 1
Maeris LP Seattle, WA Mar 2013 - Dec 2014 1
Sabbatical Miami Beach, FL Apr 2010 - Feb 2013 2
University Of Southern California San Diego, CA Apr 2009 - Mar 2010 < 1
Sabbatical San Diego, CA May 2008 - Mar 2009 < 1
Black River Asset Management New York, NY Sep 2007 - Apr 2008 < 1
Sabbatical Miami Beach, FL Jan 2007 - Aug 2007 < 1
Kamunting Street Capital New York, NY Apr 2004 - Dec 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Ivan T. Stoikoff
Phone Number: 2032232399
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.