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Alastair David Stansfield

Rise Private Wealth Advisors

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About Alastair David Stansfield

Alastair Stansfield is a financial advisor with Rise Private Wealth Advisors, located in Tucson, Arizona. Alastair has over 8 years of experience in the financial services industry and has held previous roles with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated, G.F. Investment Services, LLC, Northwestern Mutual Investment Services, LLC and PNC Investments. Alastair holds the Series 7, Series 66 and SIE securities licenses. Alastair is a Certified Financial Planner™ professional. Alastair's approach focuses on providing financial planning and portfolio management services for individuals and high-net-worth individuals. Alastair may also offer insurance services, as he is a licensed life insurance and annuity agent.

Firm Information

Alastair Stansfield is currently registered with Rise Private Wealth Advisors. Rise Private Wealth Advisors is a financial advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm has approximately $50.7 million in regulatory assets under management and serves a total of 308 clients.

$50.68M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alastair Stansfield’s Registration & Firm History

AZ

07/14/2020 - Present

Rise Private Wealth Advisors (TUCSON AZ)

AZ

01/29/2018 - 10/28/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)

AZ

05/12/2016 - 03/13/2017

G.F. INVESTMENT SERVICES, LLC (Tucson AZ)

AZ

07/31/2015 - 09/01/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TUCSON AZ)

NJ

11/24/2014 - 06/03/2015

PNC INVESTMENTS (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 02/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alastair David Stansfield.
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