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Stuart B. Strasner

DEFIANT CAPITAL GROUP
WARRENDALE, PA 15086
Some features on this profile are disabled
CRD#: 1649488
SS

Professional summary


Stuart Bert Strasner II, who also goes by Stu Strasner, Stuart Bert Strasner Jr, Stuart Bert Jr Strasner, is a registered financial advisor currently at DEFIANT CAPITAL GROUP located in Warrendale, Pennsylvania.

Stuart is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Stuart has worked at 3 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Stu Strasner | Stuart Bert Strasner Jr | Stuart Bert Jr Strasner

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) - RIA


Click below to view Stuart Bert Strasner II'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

December 7, 2022 - Present

DEFIANT CAPITAL GROUP

Office #1: 50 Pennwood Place, Warrendale, PA 15086
RIA
CRD#: 309626
WARRENDALE, PA
Past

July 30, 2020 - January 26, 2023

FIVE NATIONS CAPITAL GROUP

RIA
CRD#: 309493
CRANBERRY TOWNSHIP, PA
Past

April 13, 1987 - August 8, 1988

VP DISTRIBUTORS LLC

BD
CRD#: 3036

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
Pennsylvania
(12/7/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/9/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DC
DEFIANT CAPITAL GROUP
DEFIANT CAPITAL GROUP | DEFIANT CAPITAL GROUP LLC

CRD#: 309626 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (8/12/2020 Approved)
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Contact information


Main Address
50 Pennwood Place, Warrendale, PA 15086
Mailing Address
Phone number
(412) 697-1435
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts106
AUM (Assets Under Management)$ 44,229,624

Red Flags


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

Company Information


DEFIANT CAPITAL GROUP

CRD#: 309626Warrendale, PA 15086

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