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MS

Michael N. Stolper

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CRD#: 437190
MS

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.

Michael Nmn Stolper, who also goes by Michael Stolper, Mike Stolper, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1970. Michael had worked at 2 firms and has passed the Series 63, Series 3, Series 1, F04 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Stolper | Mike Stolper

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

July 8, 1997 - November 29, 2018

STOLPER & CO., INC.

RIA
CRD#: 6911
SAN DIEGO, CA
Past

September 23, 1975 - December 14, 2007

STOLPER & CO., INC.

BD
CRD#: 6911
SAN DIEGO, CA
Past

February 13, 1970 - November 3, 1975

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76

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".
STOLPER & CO., INC.
STOLPER & CO., INC.
SOLANA INVESTMENT SOLUTIONS | STOLPER & COMPANY | STOLPER & CO., INC.

CRD#: 6911 / SEC#: 801-11646, 8-18457

RIA
Registered Investment Advisory firm - SEC (5/27/1976 Approved)
BD
Terminated by SEC on 12/14/2007

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: 6/11/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/9/1968
Registered Representative Examination
Principal/Supervisory Exam
RR
F04
Date: 8/25/1975
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 8/25/1975
General Securities Principal Examination

Current Firm


STOLPER & CO., INC.
STOLPER & CO., INC.
SOLANA INVESTMENT SOLUTIONS | STOLPER & COMPANY | STOLPER & CO., INC.

CRD#: 6911 / SEC#: 801-11646, 8-18457

RIA
Registered Investment Advisory firm - SEC (5/27/1976 Approved)
BD
Terminated by SEC on 12/14/2007
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Contact information


Main Address
2305 Historic Decatur Rd Suite 100, San Diego, CA 92106
Mailing Address
Phone number
(619) 231-9102
Established
California since 08/04/1975
Firm type
Corporation
Fiscal year end
December
# of Employees
3

SEC notice filing (3 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART II A BROCHURE (3/13/2025)

Direct owners and executive officers


NamePositionCRD#
STOLPER, MICHAELPRESIDENT437190
MALONE, BARBARA ANNMANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER2000659

Regulatory assets under management


Total Number of Accounts184
AUM (Assets Under Management)$ 585,245,469

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


STOLPER & CO., INC.

STOLPER & CO., INC.

CRD#: 6911

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