RS
Robert N. Staudacher
MARKET STREET ADVISORS
KIRKLAND, WA 98033
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CRD#: 5296009
RS
Professional summary
Robert Neal Staudacher is a registered financial advisor currently at MARKET STREET ADVISORS, LLC located in Kirkland, Washington.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
In addition to serving as the Chief Compliance Officer for Market Street Advisors, LLC, Robert Staudacher is also an active CPA, and the sole owner of Robert Staudacher CPA & Associates, PS. This firm provides tax and accounting services to their clientele. Robert Staudacher spends most of his time (approximately 40 hours per week) acting in the capacity of a CPA. The compensation Mr. Staudacher receives as a CPA is separate and distinct from the referral fees he receives as a result of his affiliation with Market Street Advisors. Neither Mr. Staudacher or his firm, Robert Staudacher CPA & Associates, PS has signatory authority over any clients account. Please refer to the Other Financial Industry Activities and Affiliation section of Market Street Advisors Disclosure Brochure for additional disclosures on this topic.
Robert N. Staudacher personally owns several single family rental properties in Washington, which are periodically leased to other private parties. No material conflict of interest exists as there is no relationship between these activities and that of Market Street Advisors.
A small portion (no more than 10 hours per week) of Mr. Staudacher's time is spent acting as a Solicitor for Market Street Advisors, LLC during which time he refers potential investors to other registered investment advisors, namely UBS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Neal Staudacher'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®
NoneExperience
Current
March 10, 2014 - Present
MARKET STREET ADVISORS, LLC
Office #1: 910 Market Street, Kirkland, WA 98033RIA
CRD#: 170170
KIRKLAND, WA
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
Arizona(6/6/2024)
IAR
California(7/27/2018)
IAR
Florida(9/10/2024)
IAR
Washington(3/10/2014)
Current Firm
MS
MARKET STREET ADVISORS, LLC
MARKET STREET ADVISORS, LLC | ROBERT STAUDACHER CPA TAX AND MANAGEMENT SERVICES LLC
CRD#: 170170 / SEC#:
Arizona
Registered Investment Advisory firm - (6/6/2024 Approved)California
Registered Investment Advisory firm - (7/26/2018 Approved)Florida
Registered Investment Advisory firm - (9/10/2024 Approved)Washington
Registered Investment Advisory firm - (3/10/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
910 Market Street, Kirkland, WA 98033
Mailing Address
Phone number
425-828-3862 X204
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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