Andrew Christopher Stolz
Investment adviser representative at Stolz & Associates, Ps
13 yearsExperience
1 stateRegistered in
CFADesignation
$282.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Stolz & Associates, PsJul 2018 to now
- BNY MellonJul 2013 to Jul 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (WA).
Stolz & Associates, Ps
$282.2MAssets managed
193Clients
3Advisers
6 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
- 5721796
- Firm CRD
- 117216