Tomislav
Vatavuk

Stansberry Asset Management, LLC

CRD#5252001
Investment Advisor
in San Mateo, CA

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About this Advisor

Tomislav Vatavuk is a financial advisor operating out of San Mateo, California, with 1 year of relevant experience. Vatavuk works at Stansberry Asset Management, LLC. Their career trajectory has included roles at Sf State University, Bny Mellon and Stansberry Asset Management, LLC. Vatavuk has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California. Stansberry Asset Management, LLC is a business based in New York, NY. It has offices in two locations and a total of 35 people on staff. It has $678 million in assets under management between its 820 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 820 accounts, 73% are held by high-net-worth individuals who have at least $1 million in investable assets. Stansberry Asset Management, LLC performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on the financial services provided. Fees charged by Stansberry Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

411 Borel Ave Suite 504
San Mateo, CA 94402

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Stansberry Asset Management, LLC Brokerage Details

Total Assets Under Management

$677,957,556

CA Average: $7,464,549,021
Total Number of Employees

35

CA Average: 88
Total Number of Accounts

820

CA Average: 3,892
Average Account Size

$826,778

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Tomislav Vatavuk Work History

Tomislav has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Stansberry Asset Management, LLC

2015 - 2016 (1 year)

Bny Mellon

2012 - 2015 (3 years)

Sf State University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tomislav Vatavuk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stansberry Asset Management, LLC

Jared Skinner
San Mateo, CA
Jeffrey Starr
New York, NY
William Pedersen
San Mateo, CA
Tomislav Vatavuk
San Mateo, CA
Christopher Gilmor
San Mateo, CA
Claire Snider
New York, NY
Trent Sadler
New York, NY
Christopher Delaura
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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