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Stoy Tyree Hall

Black Mammoth LLC

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About Stoy Tyree Hall

Stoy Tyree Hall is an Investment Advisor Representative for Black Mammoth LLC. Stoy Hall is licensed in Iowa and has been working in the industry since 2012. Stoy Hall has a Series 6, Series 7, Series 26, Series 63 and Series 65 licenses, and also holds a SIE designation. Stoy Hall specializes in providing Family Office and Wealth Planning Services, Financial Planning and Portfolio Management for both individuals and pooled investment vehicles. Stoy Hall also works for LNC Financial, Legacy Fiduciary Services, Inc. and is the president of the board for Starts Right Here Movement.

Firm Information

Stoy Hall is currently registered with Black Mammoth LLC. Black Mammoth LLC is a wealth management firm specializing in financial planning, portfolio management for individuals and pooled investment vehicles, and family office services. The firm manages approximately $2,050,840 in assets for 19 clients.

$2.05M

Assets Under Management

Not reported

Total Clients

1

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.

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family office and wealth planning services

Family office and wealth planning services

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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Stoy Hall’s Registration & Firm History

IA

10/02/2020 - Present

Black Mammoth LLC (ANKENY IA)

IA

08/29/2012 - 05/11/2017

MWA FINANCIAL SERVICES INC. (ANKENY IA)

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Licenses & Designations

IA

Issued 03/03/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/11/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/28/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stoy Tyree Hall.
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