Skip to content

Michael Stamos

Investment adviser representative at Mjp Wealth Advisors
4 yearsExperience
1 stateRegistered in
$1.6BFirm assets
22 yearsFirm in business

Are you Michael Stamos? Claim your profile

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
  • Pension consulting

Experience

4 years in the industry.

  1. Mjp Wealth AdvisorsAug 2015 to now
  2. Arete Wealth Management LLCMar 2018 to Sep 2019
  3. Royal AllianceOct 2015 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2003
  • Series 65 · Uniform Investment Adviser Law2015

State registrations

Registered as an investment adviser representative in 1 state (CT).

Mjp Wealth Advisors

Legal name: Mjp Associates, Inc.

$1.6BAssets managed
906Clients
12Advisers
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
4164253
Firm CRD
127654
Advisor's SEC record (opens in a new tab)
CallContact this firm