GS
George B. Stadler
HMS INVESTMENT ADVISORS
NASHVILLE, TN 37218
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CRD#: 1228418
GS
Professional summary
George Bullard Stadler is a registered financial advisor currently at HMS INVESTMENT ADVISORS located in Nashville, Tennessee.
George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. George has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view George Bullard Stadler's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 28, 2009 - Present
HMS INVESTMENT ADVISORS
Office #1: 5130 Ashland City Hwy, Nashville, TN 37218RIA
CRD#: 149764
NASHVILLE, TN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HMS INVESTMENT ADVISORS
HARMONY INVESTMENT MANAGEMENT, INC. | STERLING RETIREMENT MANAGEMENT | HMS INVESTMENT ADVISORS | HMS CAPITAL MANAGEMENT, LLC
CRD#: 149764 / SEC#: 801-78569
RIA
Registered Investment Advisory firm - (10/8/2013 Approved)Arkansas
Registered Investment Advisory firm - (10/10/2013 Terminated)Louisiana
Registered Investment Advisory firm - (11/1/2013 Terminated)Tennessee
Registered Investment Advisory firm - (11/9/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Tennessee(4/28/2009)
Exams
Current Firm
HI
HMS INVESTMENT ADVISORS
HARMONY INVESTMENT MANAGEMENT, INC. | STERLING RETIREMENT MANAGEMENT | HMS INVESTMENT ADVISORS | HMS CAPITAL MANAGEMENT, LLC
CRD#: 149764 / SEC#: 801-78569
RIA
Registered Investment Advisory firm - (10/8/2013 Approved)Arkansas
Registered Investment Advisory firm - (10/10/2013 Terminated)Louisiana
Registered Investment Advisory firm - (11/1/2013 Terminated)Tennessee
Registered Investment Advisory firm - (11/9/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5130 Ashland City Hwy, Nashville, TN 37218
Mailing Address
Phone number
(615) 829-7200
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 376 |
| AUM (Assets Under Management) | $ 281,932,427 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 07/24/2024 | ||
| 12/18/2023 | ||
| 10/26/2022 |
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.
