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Frank Charles Stama

Redwood Private Wealth

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About Frank Charles Stama

Frank Stama is a financial advisor at Redwood Private Wealth, a firm with over 50 investment advisor representatives. Frank is based in Phoenix, AZ. Frank is licensed to provide investment advice in New Hampshire. Frank has over 16 years of experience in the financial services industry. Previously, Frank worked at SII INVESTMENTS, INC., WADDELL & REED, INC. and PARK AVENUE SECURITIES LLC. Frank specializes in retirement planning, college savings, and estate planning.

Firm Information

Frank Stama is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Frank Stama’s Registration & Firm History

AZ

08/25/2022 - Present

Redwood Private Wealth (PHOENIX AZ)

NH

04/05/2011 - 04/24/2013

SII INVESTMENTS, INC. (BEDFORD NH)

NH

12/12/2007 - 04/13/2011

WADDELL & REED, INC. (BEDFORD NH)

NH

10/11/2006 - 12/04/2007

PARK AVENUE SECURITIES LLC (BEDFORD NH)

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Licenses & Designations

BOTH

Issued 11/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Frank Charles Stama. Review regulatory record here.
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