Stefan Meierhofer
TELOS CAPITAL MANAGEMENT | President & CEO
San Diego, CA 92128-4310
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CRD#: 2115042
Professional summary
Stefan Meierhofer, AIF®, CFP®, who also goes by Stefan Meierhoefer, is a registered financial advisor currently at TELOS CAPITAL MANAGEMENT, INC. located in San Diego, California.
Stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Stefan has worked at 5 firms and has passed the Series 63, Series 3, Series 7, Series 24 and Series 4 exams.
Biography
As President and CEO of Telos Capital Management, Inc., Stefan provides overall leadership and management of the firm. He is an industry veteran with over 30 years of investment management experience and is actively involved in providing investment advice to clients and helping them implement strategies to reach their financial and lifestyle goals. Dedicated to making a difference in our local communities, Stefan serves on the Board of Directors of the San Diego Rescue Mission (SDRM) where he provides his expertise and counsel to the Finance Committee. He also serves as a member of the Investment Advisory Committee (IAC) of the City of San Diego. The IAC is charged with the responsibility to review the investment policy and practices of the City Treasurer and to recommend changes when appropriate.
Born and educated in Switzerland, Stefan earned his degree in Banking and Finance in 1981, and joined Bank Oppenheim Switzerland AG as an Institutional Sales Representative on the floor of the Zurich Stock Exchange. He earned his “Swiss-Certified Banker” diploma, a rigorous 3-year program that covers all aspects of the investment and banking business, in 1987 while working full-time at the exchange. In 1988, he joined LGT Bank in Liechtenstein AG as Equity Trading Manager. As a member of their Investment Committee, he was actively involved in analyzing and trading European companies and gained a broad insight into global investing. In 1990 Stefan completed six months of educational training with various brokerage firms in New York, after which he moved to San Diego.
Stefan completed the rigorous requirements to earn some of the most prestigious designations in the financial services industry. In 1996, he obtained his CFA® designation and became a member of the CFA Institute and the CFA Society of San Diego, where he served as Society President during the 2001-2002 fiscal year. He earned his CFP® (CERTIFIED FINANCIAL PLANNERTM) certification in 2006 and became a member of the FPA (Financial Planning Association) of San Diego. Stefan also received formal training in investment fiduciary responsibility and attained the AIF® (Accredited Investment Fiduciary) designation in 2011. He formerly held Financial Industry Regulatory Authority (FINRA) Series 3, 4, 7, 24 and 63 licenses and is fluent in English, German and speaks some French.
He uses his wide range of expertise, experience and insight to provide comprehensive investment management and planning services to individuals, families and institutions with dynamic and complex financial situations.
Stefan and his family live in the Del Sur area of San Diego. In his spare time, he enjoys playing tennis, traveling and reading. His true passion, however, is spending time in the mountains where he can be found trail hiking in the summer and snow skiing in the winter.
Question & Answer
What are your service offerings?
Trust & estate planning
Trading individual securities
Financial planning
Retirement planning
Do you have an area of expertise or specialization?
Asset Allocation
Investment Management
Are you a "fiduciary"?
Yes
Aliases
Stefan Meierhoefer
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.
1) Office of the City Treasurer; investment-related; 1200 Third Ave., Ste. 1624, San Diego, CA 92101; Review the policy and practices of the City Treasurer and recommend changes; Investment Advisory Committee; Since 01/2013; approx. 4 hours/yr. during non-trading hours; Attend meetings, approve minutes, provide input. 2) San Diego Rescue Mission; investment-related; 120 Elm Street, San Diego, CA 92101; Charitable Organization; Investment Advisory Committee; Since 10/2022; less than 1 hr/qtr; 0 hrs during securities trading hours; Provide expertise and counsel to SDRM Finance Committee on investment strategy.
CRS (Client Relationship Summary) - RIA
Click below to view Stefan Meierhofer'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®
CFP®
Start date: 2006
Experience
Current
January 13, 2009 - Present
TELOS CAPITAL MANAGEMENT, INC.
Office #1: 13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310RIA
CRD#: 149108
San Diego, CA
Past
January 28, 2003 - December 31, 2008
A&M INVESTMENT MANAGEMENT
RIA
CRD#: 125126
SAN DIEGO, CA
Past
July 14, 2000 - January 28, 2003
ALEXANDER & MUCKERMANN
RIA
CRD#: 105803
SAN DIEGO, CA
Past
January 6, 1998 - April 18, 2002
SPELMAN & CO., INC.
BD
CRD#: 10232
PHOENIX, AZ
Past
December 15, 1997 - January 6, 1998
SPELMAN & CO., INC.
BD
CRD#: 10232
Past
January 4, 1993 - December 10, 1997
SPELMAN & CO., INC.
BD
CRD#: 10232
PHOENIX, AZ
Past
December 17, 1990 - July 26, 1991
M.C. FINANCIAL CORPORATION
BD
CRD#: 26076
LA JOLLA, CA
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".
TC
TELOS CAPITAL MANAGEMENT, INC.
TELOS CAPITAL MANAGEMENT, INC.
CRD#: 149108 / SEC#: 801-69837
RIA
Registered Investment Advisory firm - (1/7/2009 Approved)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(1/13/2009)
IAR
Texas(7/8/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
TC
TELOS CAPITAL MANAGEMENT, INC.
TELOS CAPITAL MANAGEMENT, INC.
CRD#: 149108 / SEC#: 801-69837
RIA
Registered Investment Advisory firm - (1/7/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310
Mailing Address
Phone number
(858) 271-6350
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,322 |
| AUM (Assets Under Management) | $ 1,415,056,947 |
Red Flags
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Company Information
TELOS CAPITAL MANAGEMENT, INC.
President & CEOCRD#: 149108San Diego, CA 92128-4310TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
