Stuart A. Bahnmuller

WEALTHFORGE SECURITIES

Richmond, VA 23230

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CRD#: 5808355

Professional summary

Stuart A Bahnmuller, who also goes by Stuart A Bahnmuller, is a registered financial professional currently at WEALTHFORGE SECURITIES, LLC located in Richmond, Virginia.

Stuart is registered as a RR (Registered Representative) and started their career in finance in 2010. Stuart has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Stuart A Bahnmuller

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) - BD

Click below to view Stuart A Bahnmuller'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®

None

Experience

Current

January 24, 2022 - Present

WEALTHFORGE SECURITIES, LLC

Office #1: 3015 W Moore Street Suite 102, Richmond, VA 23230

CRD#: 152550

Richmond, VA

Past

August 7, 2020 - July 19, 2021

VENTURE.CO BROKERAGE SERVICES LLC

CRD#: 173924

BURLINGTON, VT

Past

July 3, 2017 - April 8, 2020

TORTOISEECOFIN SECURITIES, LLC

CRD#: 285411

OVERLAND PARK, KS

Past

November 17, 2016 - April 8, 2020

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

RIA

CRD#: 285213

WASHINGTON, DC

Past

June 20, 2014 - November 17, 2016

MONTAGE INVESTMENTS, LLC

RIA

CRD#: 152607

LEAWOOD, KS

Past

June 20, 2014 - July 3, 2017

MSEC, LLC

CRD#: 154327

OVERLAND PARK, KS

Past

July 26, 2010 - May 8, 2013

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(1/24/2022)

Alaska
(1/24/2022)

Arizona
(1/24/2022)

Arkansas
(1/24/2022)

California
(1/24/2022)

Colorado
(1/24/2022)

Connecticut
(1/24/2022)

Delaware
(1/24/2022)

District of Columbia
(1/24/2022)

Florida
(1/24/2022)

Georgia
(1/24/2022)

Hawaii
(1/24/2022)

Idaho
(1/24/2022)

Illinois
(1/24/2022)

Indiana
(1/24/2022)

Iowa
(1/24/2022)

Kansas
(1/24/2022)

Kentucky
(1/24/2022)

Louisiana
(1/24/2022)

Maine
(1/24/2022)

Maryland
(1/24/2022)

Massachusetts
(1/24/2022)

Michigan
(1/24/2022)

Minnesota
(1/24/2022)

Mississippi
(1/24/2022)

Missouri
(1/24/2022)

Montana
(1/24/2022)

Nebraska
(1/24/2022)

Nevada
(1/24/2022)

New Hampshire
(1/24/2022)

New Jersey
(1/24/2022)

New Mexico
(1/24/2022)

New York
(1/24/2022)

North Carolina
(1/24/2022)

North Dakota
(1/24/2022)

Ohio
(1/24/2022)

Oklahoma
(1/24/2022)

Oregon
(1/24/2022)

Pennsylvania
(1/24/2022)

Puerto Rico
(1/24/2022)

Rhode Island
(1/24/2022)

South Carolina
(1/24/2022)

South Dakota
(1/24/2022)

Texas
(1/24/2022)

Utah
(1/24/2022)

Vermont
(1/24/2022)

Virgin Islands
(1/24/2022)

Virginia
(1/24/2022)

Washington
(1/24/2022)

West Virginia
(1/24/2022)

Wisconsin
(1/24/2022)

Wyoming
(1/24/2022)

Exams

State Security Law Exam

IAR

Series 66

Date: 5/23/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/9/2010

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: 2/19/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/23/2010

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

WEALTHFORGE SECURITIES, LLC

WEALTHFORGE | WEALTHFORGE, LLC | WEALTHFORGE SECURITIES, LLC

CRD#: 152550 / SEC#: , 8-68464

Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)

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Contact information

Main Address

3015 W Moore St Suite 102, Richmond, VA 23230

Mailing Address

3015 W Moore St Suite 102, Richmond, VA 23230

Phone number

(804) 308-0431

Established

Virginia since 07/28/2009

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WEALTHFORGE HOLDINGS, INC.	PARENT
ARLES, DONNA DIPIETRO	CFO, PFO, POO	6489389
RAPER, JAMES LEROY JR	CCO, COO	5721253
ROBBINS, GEORGE WILLIAM IV	CEO	2440106

Disclosures

Regulatory Event	3
Arbitration	1

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

Stuart A. Bahnmuller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Stuart A Bahnmuller's CRS (Customer Relationship Summary).

Certified licenses

Experience

VENTURE.CO BROKERAGE SERVICES LLC

TORTOISEECOFIN SECURITIES, LLC

TORTOISEECOFIN INVESTMENTS PARTNERS, LLC

MONTAGE INVESTMENTS, LLC

MSEC, LLC

JOHN HANCOCK DISTRIBUTORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2014

Series 63

Date: 8/9/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/19/2013

Series 6

Date: 7/23/2010

FINRA

Current Firm

WEALTHFORGE SECURITIES, LLC

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

WEALTHFORGE SECURITIES, LLC

TRUST BUT VERIFY

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