Nicholas Stonnington, financial advisor Woodland Hills CA
93 score

Nicholas Stonnington

CRD Number: 1090046
Current Firm: Stonnington Group, LLC

Nicholas Stonnington (CRD# 1090046) is an Investment Advisor Representative working at Stonnington Group, LLC in Woodland Hills, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Stonnington Group, LLC Los Angeles, CA Jan 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Dec 1992
Contact Info for Nicholas H. Stonnington
Phone Number: 818-444-0600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    201
    MILLIONS
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $789,513
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, GA, MS, NE, NY, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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