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Deborah A. Stauring

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CRD#: 1081156
DS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Deborah Ann Stauring was a registered financial professional .

Deborah is a previously registered financial professional and started their career in finance in 1983. Deborah had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 26, 2012 - September 27, 2017

WINTHROP FINANCIAL, INC.

RIA
CRD#: 158852
BUFFALO, NY
Past

June 11, 2003 - December 8, 2011

HAROLD C. BROWN & CO., LLC

BD
CRD#: 126589
BUFFALO, NY
Past

January 1, 1994 - June 30, 2003

HAROLD C. BROWN & CO., INC.

BD
CRD#: 35222
BUFFALO, NY
Past

January 20, 1983 - January 1, 1994

HAROLD C. BROWN & CO., INC.

BD
CRD#: 1330

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/1/1991
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


WF
WINTHROP FINANCIAL, INC.
DAS-WFI INC. | WINTHROP FINANCIAL, INC. | WINTHROP FINANCIAL OF WNY

CRD#: 158852 / SEC#: 801-72751

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Contact information


Main Address
500 Seneca Street Suite 502, Buffalo, NY 14204
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/25/2017)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WINTHROP FINANCIAL, INC.

CRD#: 158852

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