Brock Stassi (CRD# 7638870) is an Investment Advisor Representative working at Baer Investment Advisory LLC in Yuba City, CA and has 1 year of experience in the finance industry.
CRD# 5569353
Raymond James Financial Services Advisors, Inc.
CRD# 2805941
Independent Financial Group, LLC
CRD# 3218715
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baer Investment Advisory LLC | Yuba City, CA | Oct 2022 - Current | 1 |
| William Jessup University | Rocklin, CA | Sep 2021 - Current | 2 |
| Philadelphia Phillies | Philadelphia, PA | Jun 2021 - Oct 2021 | < 1 |
| Long Island Ducks | Central Islip, NY | May 2021 - Jun 2021 | < 1 |
| N/a | San Francisco, CA | Nov 2019 - May 2021 | 1 |
| San Francisco Giants | San Francisco, CA | Aug 2018 - Nov 2019 | 1 |
| Minnesota Twins | Minneapolis, MN | Jan 2018 - May 2018 | < 1 |
| N/a | Philadelphia, PA | Nov 2017 - Jan 2018 | < 1 |
| Philadelphia Phillies | Philadelphia, PA | Jun 2011 - Nov 2017 | 6 |
- CA
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$784,615
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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