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Tomislav Vatavuk

Stansberry Asset Management, LLC

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About Tomislav Vatavuk

Tomislav Vatavuk is an investment advisor representative at Stansberry Asset Management, LLC in San Mateo, California. Tomislav holds a Series 65 and a Series 66 license. He is a Registered Investment Advisor with 12 years of experience in the financial services industry. Tomislav has also previously worked at E*TRADE SECURITIES LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY SMITH BARNEY.

Firm Information

Tomislav Vatavuk is currently registered with Stansberry Asset Management, LLC. Stansberry Asset Management, LLC is a registered investment advisor with approximately $875.53 million in regulatory assets under management. Located in Westlake, TX, the firm provides financial planning and portfolio management for individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. The firm has 20 investment advisor representatives and six investment advisory functions.
Stansberry Asset Management, LLC

1600 SOLANA BOULEVARD

WESTLAKE, TX 76262

$875.53M

Assets Under Management

Not reported

Total Clients

20

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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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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percentage of assets

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

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Tomislav Vatavuk’s Registration & Firm History

CA

10/03/2022 - Present

Stansberry Asset Management, LLC (San Mateo CA)

CA

03/01/2011 - 06/19/2012

E*TRADE SECURITIES LLC (PALO ALTO CA)

CA

04/01/2010 - 11/23/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)

CA

01/12/2010 - 04/14/2010

MORGAN STANLEY SMITH BARNEY (PLEASANTON CA)

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Licenses & Designations

IA

Issued 10/03/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tomislav Vatavuk.
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