John R. Schmiedel
Professional summary
John Russell Schmiedel, who also goes by Russ Schmiedel Alstott, John Russ Russell, is a registered financial advisor currently at STAMOS CAPITAL PARTNERS, L.P. located in Menlo Park, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. John has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Russell Schmiedel's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 17, 2017 - Present
STAMOS CAPITAL PARTNERS, L.P.
Office #1: 2498 Sand Hill Road, Menlo Park, CA 94025October 10, 2014 - January 15, 2015
DIASTOLE WEALTH MANAGEMENT
July 21, 1999 - March 12, 2003
J. BUSH & CO., INCORPORATED
Primary Firm SEC Registration
STAMOS CAPITAL PARTNERS, L.P.
CRD#: 134660 / SEC#: 801-64360
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/17/2017)
Exams
Current Firm
STAMOS CAPITAL PARTNERS, L.P.
CRD#: 134660 / SEC#: 801-64360
Contact information
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 6,509,630,252 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 04/25/2025 | ||
| 10/23/2023 |
Red Flags
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Company Information
STAMOS CAPITAL PARTNERS, L.P.
CRD#: 134660Menlo Park, CA 94025TRUST BUT VERIFY
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