Richard Jonathan Stolz
Investment adviser representative at West Financial Services, Inc.
14 yearsExperience
1 stateRegistered in
CFADesignation
$2.8BFirm assets
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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
- Pension consulting
Experience
14 years in the industry.
- West Financial Services, Inc.Oct 2018 to now
- DmiAug 2016 to Sep 2018
- Rma LaosJul 2012 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (VA).
West Financial Services, Inc.
$2.8BAssets managed
964Clients
22Advisers
21 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
- 4874444
- Firm CRD
- 137497