Tiffany C. Stoner

AVIER WEALTH ADVISORS

Bellevue, WA 98004

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CRD#: 5376962

Professional summary

Tiffany Chiang Stoner, CFP®, who also goes by I Fen Chiang, Tiffany I Chiang, Tiffany I Fen Chiang, Tiff Stoner, Tiffany I Fen Stoner, is a registered financial advisor currently at AVIER WEALTH ADVISORS located in Bellevue, Washington.

Tiffany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Tiffany has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

I Fen Chiang | Tiffany I Chiang | Tiffany I Fen Chiang | Tiff Stoner | Tiffany I Fen Stoner

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) - RIA

Click below to view Tiffany Chiang Stoner's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Experience

Current

October 16, 2024 - Present

AVIER WEALTH ADVISORS

Office #1: 10655 Ne 4th Street Suite 500, Bellevue, WA 98004

RIA

CRD#: 161077

Bellevue, WA

Past

April 28, 2022 - September 19, 2024

BADGLEY PHELPS WEALTH MANAGERS

RIA

CRD#: 315440

SEATTLE, WA

Past

September 3, 2019 - April 12, 2022

BRIGHTON JONES LLC

RIA

CRD#: 108601

SEATTLE, WA

Past

March 26, 2018 - March 14, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Redmond, WA

Past

March 26, 2018 - March 14, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Redmond, WA

Past

September 27, 2013 - October 4, 2016

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

TUKWILA, WA

Past

December 8, 2010 - September 27, 2016

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

TUKWILA, WA

Past

June 11, 2009 - August 24, 2010

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

Past

September 24, 2007 - February 5, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SALT LAKE CITY, UT

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".

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA

Registered Investment Advisory firm - (3/14/2012 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

Washington
(10/16/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/20/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/28/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/21/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 12/19/2012

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 6/20/2012

General Securities Sales Supervisor - Options Module Examination

Current Firm

AVIER WEALTH ADVISORS

AVIER WEALTH ADVISORS | RETIREMENT ASSET MANAGEMENT | RAM INVESTMENT PARTNERS, LLC

CRD#: 161077 / SEC#: 801-73301

RIA

Registered Investment Advisory firm - (3/14/2012 Approved)

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Contact information

Main Address

10655 Ne 4th Street Suite 500, Bellevue, WA 98004

Mailing Address

Phone number

(425) 467-1011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AVIER WEALTH ADVISORS ADV PART 2 10.29.2025 (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,477
AUM (Assets Under Management)	$ 964,391,865

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.

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Advisor Monitoring

Firm Stability Insights

Tiffany C. Stoner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tiffany Chiang Stoner's CRS (Customer Relationship Summary).

Certified licenses

Experience

BADGLEY PHELPS WEALTH MANAGERS

BRIGHTON JONES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

E*TRADE SECURITIES LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

AVIER WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2013

Series 63

Date: 9/28/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/21/2007

Series 10

Date: 12/19/2012

Series 9

Date: 6/20/2012

Current Firm

AVIER WEALTH ADVISORS

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVIER WEALTH ADVISORS

TRUST BUT VERIFY

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