Aubrey Stutz, financial advisor Sidney OH
88 score

Aubrey Stutz

CRD Number: 6430324
Current Firm: Precision Capital Management

Aubrey Stutz (CRD# 6430324) is an Investment Advisor Representative working at Precision Capital Management in Sidney, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Precision Capital Management Coppell, TX Apr 2015 - Current 1
Tradewinds Financial Group Sidney, OH Jan 2013 - Current 3
Horter Investment Management Cincinnati, OH Dec 2014 - Apr 2015 < 1
Wright State Univeristy Dayton, OH Jun 2010 - Dec 2012 2
Ohio State University Columbus, OH Sep 2009 - Jun 2010 < 1
Unemployed Sidney, OH May 2009 - Sep 2009 < 1
Sidney High School Sidney, OH Dec 2008 - May 2009 < 1
Dorothy Love Retirement Community Sidney, OH Jan 2008 - Dec 2008 < 1
Sidney High School Sidney, OH Dec 2004 - Jan 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
Contact Info for Aubrey R. Stutz
Phone Number: (866) 254-4235
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    251
    MILLIONS
  • Total Number of Accounts
    3,598
    ACCOUNTS
  • Average Account Value
    $69,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, FL, GA, IN, LA, MA, MN, NC, NY, OH, SC, TX, UT

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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