Frank Stama

from Redwood Private Wealth
SEC regulated
Regulated Investment Advisor
Frank Stama is a financial advisor based in Arizona, Phoenix, with 18 years of experience. Frank currently works for Redwood Private Wealth. Frank maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Frank Stama works at Redwood Private Wealth
Redwood Private Wealth is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $190,821,577 of assets under management and employs about 61 people. Redwood Private Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
15 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
3930 E. Ray Road, Suite 155, Phoenix, Arizona, 85044

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