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AS

Attila Soos

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CRD#: 2755020
AS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Attila Soos was a registered financial professional .

Attila is a previously registered financial professional and started their career in finance in 1997. Attila had worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 4, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 5, 2007 - October 9, 2020

STONNINGTON GROUP, LLC

BD
CRD#: 131221
LOS ANGELES, CA
Past

December 21, 1999 - January 17, 2007

THE SEIDLER COMPANIES INCORPORATED

BD
CRD#: 3911
LOS ANGELES, CA
Past

July 24, 1998 - October 6, 1998

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

May 16, 1997 - July 24, 1998

THE BOSTON GROUP

BD
CRD#: 37652
LOS ANGELES, CA
Past

April 23, 1997 - May 8, 1997

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/21/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/28/2011
General Securities Principal Examination
Principal/Supervisory Exam

Current Firm


SG
STONNINGTON GROUP, LLC
STONNINGTON GROUP, LLC | STONNINGTON INVESTMENTS | STONNINGTON INVESTMENT ADVISORS, LLC | STONNINGTON INSURANCE SERVICES, LLC

CRD#: 131221 / SEC#: 801-63081, 8-66919

BD
Terminated by SEC on 12/08/2020
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Contact information


Main Address
600 S. Lake Ave Suite 502, Pasadena, CA 91106
Mailing Address
Phone number
(626) 469-8168
Established
California since 01/07/2004
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees
2

Documents


Latest Form ADV

Part 2 Brochures

2022 STONNINGTON GROUP ADV 2A (6/6/2023)

Direct owners and executive officers


NamePositionCRD#
STONNINGTON, NICHOLAS HENRYMANAGING MEMBER, CHIEF COMPLIANCE OFFICER1090046

Regulatory assets under management


Total Number of Accounts576
AUM (Assets Under Management)$ 553,044,853

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.

Company Information


STONNINGTON GROUP, LLC

CRD#: 131221

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