Stephen Russell Stanford
Investment adviser representative at The Putney Financial Group LLC
13 yearsExperience
1 stateRegistered in
$205.4MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- The Putney Financial Group LLCApr 2025 to now
- Arete Wealth ManagementNov 2023 to now
- Portsmouth Financial Services IncMar 2013 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Putney Financial Group LLC
$205.4MAssets managed
215Clients
6Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1686790
- Firm CRD
- 111639