Staines Financial, LLC

Staines Financial, LLC (CRD# 299405) is a financial advisory firm headquartered in Roseville, CA. They manage $181,880,836 in 359 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
1420 Rocky Ridge Drive, Suite 250, Roseville, CA 95661
https://www.stainesfinancial.com
By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $506,632
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

AZ, CA, NH, NJ, NV, OR, PA, TX

Financial Advisors at Staines Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Belasco, financial advisor Roseville CA
Stephen A. Belasco
CRD#: 5843249
1420 Rocky Ridge Drive, Suite 250, Roseville, CA 95661

Stephen Belasco (CRD# 5843249) is an Investment Advisor Representative working at Staines Financial, LLC in Roseville, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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