Robert H. Stutch

FIDERE

San Francisco, CA 94118

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CRD#: 1296330

Professional summary

Robert Harry Stutch, who also goes by Bob Stutch, is a registered financial advisor currently at FIDERE located in San Francisco, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Robert has worked at 4 firms and has passed the Series 7 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Stutch

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.

Also pursues various technology projects. Currently a smart contract blockchain endeavor "DXAnthus".

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Harry Stutch'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®

None

Experience

Current

March 23, 2010 - Present

FIDERE

Office #1: 3450 Sacramento St 242, San Francisco, CA 94118

RIA

CRD#: 152013

San Francisco, CA

Past

July 1, 1986 - December 31, 1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Past

July 1, 1986 - December 31, 1990

EQUITABLE ADVISORS, LLC

CRD#: 6627

Past

April 26, 1985 - August 27, 1985

J. GREGORY SWENDSEN SECURITIES, INC.

CRD#: 15605

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

California
(3/23/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 7/20/1985

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 12/4/1984

Direct Participation Programs Representative Examination

Current Firm

FIDERE

FIDERE | FUNCTION(NET), INC. | FIDERE, INC. | FIDERE PRIVATE FIDUCIARY/ ESTATE MANAGEMENT

CRD#: 152013 / SEC#:

California

Registered Investment Advisory firm - (3/23/2010 Approved)

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Contact information

Main Address

3450 Sacramento St 242, San Francisco, CA 94118

Mailing Address

Phone number

(917) 690-3892

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 8,914,476

Red Flags

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

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Robert H. Stutch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Harry Stutch's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDERE

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

J. GREGORY SWENDSEN SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 7/20/1985

Series 22

Date: 12/4/1984

Current Firm

FIDERE

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDERE

TRUST BUT VERIFY

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