Stakeholders Capital

Stakeholders Capital (CRD# 148469) is a financial advisory firm headquartered in Amherst, MA. They manage $59,191,429 in 349 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    349
    ACCOUNTS
  • Average Account Value
    $169,603
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NY, TX

Financial Advisors at Stakeholders Capital
Showing 1 - 3 of 3 top financial advisors.
1
Gregory F. Wendt
CRD#: 2231401
3110 Main Street, Building C, Santa Monica, CA 90405
96
Wealthminder
score

Gregory Wendt (CRD# 2231401) is an Investment Advisor Representative working at Stakeholders Capital in Santa Monica, CA and has over 24 years of experience in the finance industry. Gregory Wendt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew M. Bellak
CRD#: 2466556
321 Main Street, Amherst, MA 01002
93
Wealthminder
score

Andrew Bellak (CRD# 2466556) is an Investment Advisor Representative working at Stakeholders Capital in Amherst, MA and has over 9 years of experience in the finance industry.

3
Terrance J. Mollner
CRD#: 5631385
321 Main Street, Amherst, MA 01002
93
Wealthminder
score

Terrance Mollner (CRD# 5631385) is an Investment Advisor Representative working at Stakeholders Capital in Amherst, MA and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.