Stakeholders Capital

Stakeholders Capital (CRD# 148469) is a financial advisory firm headquartered in Amherst, MA. They manage $106,342,555 in 117 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $908,911
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
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
Andrew M. Bellak
CRD#: 2466556
Amherst, MA 01002

Andrew Bellak (CRD# 2466556) is an Investment Advisor Representative working at Stakeholders Capital in Amherst, MA and has over 11 years of experience in the finance industry.

2
Terrance J. Mollner
CRD#: 5631385
Amherst, MA 01002

Terrance Mollner (CRD# 5631385) is an Investment Advisor Representative working at Stakeholders Capital in Amherst, MA and has over 10 years of experience in the finance industry.

3
Gregory F. Wendt
CRD#: 2231401
Santa Monica, CA 90405

Gregory Wendt (CRD# 2231401) is an Investment Advisor Representative working at Stakeholders Capital in Santa Monica, CA and has over 27 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.

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