David
Stoll

Archford Capital Strategies, LLC

CRD#7086051
Investment Advisor
in Saint Louis, MO

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About this Advisor

David Stoll is a financial advisor based out of Saint Louis, Missouri with a total of 2 years of relevant experience. Stoll is on the advisory team at Archford Capital Strategies, LLC. Their career trajectory has included roles at Severin Investments, Auto Assure, Archford Capital, Midwest Drilling Company, Chaminade College Preparatory, University Of Missouri - Kansas City, Missouri State and Archford Capital Strategies, LLC. Stoll maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Missouri. Archford Capital Strategies, LLC is a financial advisory company based in Belleville, IL. The firm has offices in three locations and a total of 49 financial advisors. It oversees $822 million in assets across its 2,726 accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm advises seven charitable organizations. Of its 2,726 client accounts, 30% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on which services the firm provides the client. Fee types charged by Archford Capital Strategies, LLC can be comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11628 Old Ballas Road
Saint Louis, MO 63141

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Archford Capital Strategies, LLC Brokerage Details

Total Assets Under Management

$821,517,141

MO Average: $6,674,516,078
Total Number of Employees

49

MO Average: 44
Total Number of Accounts

2,726

MO Average: 2,564
Average Account Size

$301,364

MO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Stoll Work History

David has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Archford Capital Strategies, LLC

2019 - 2021 (2 years)

Severin Investments

2018 - 2018 (< 1 year)

Auto Assure

2017 - 2017 (< 1 year)

Archford Capital

2015 - 2018 (3 years)

Missouri State

2014 - 2014 (< 1 year)

Midwest Drilling Company

2013 - 2015 (2 years)

University Of Missouri - Kansas City

2008 - 2013 (5 years)

Chaminade College Preparatory

*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 David Stoll 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 Archford Capital Strategies, LLC

James Maher
Belleville, IL
Robert Schlueter
Belleville, IL
Laura Williams-Lawrence
Belleville, IL
Deanna Loesche
Belleville, IL
Samuel Hanger
Belleville, IL
Paul Alegnani
Belleville, IL
Lauren Randazzo
Belleville, IL
David Stoll
Saint Louis, MO

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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