Stoy T. Hall
BLACK MAMMOTH LLC
Ankeny, IA
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CRD#: 6104973
Professional summary
Stoy Tyree Hall, CFP® is a registered financial advisor currently at BLACK MAMMOTH LLC located in Ankeny, Iowa.
Stoy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Stoy has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
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.
1) Licensed insurance agent. Start date 2011, Investment Related Y, Hours per month less than 20. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. the investment adviser always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of the investment adviser in their capacity as a licensed insurance agent. 2) President of the board for Starts Right Here Movement. start date 6/2019, Not investment related, spends approximately 5-10 hours per week (project based). 3) Owner of LNC Financial, start date 9/2016, not investment related, general consulting and consulting with regard to insurance matters. Time spent is approximately 20 hours per week. 4) CEO/Owner of Legacy Fiduciary Services, Inc., start date 1/2020, not investment related, general meetings with clients and consulting. time spent is approximately 5-10 hours per week.
CRS (Client Relationship Summary) - RIA
Click below to view Stoy Tyree Hall'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®
CFP®
Start date: 2018
Experience
Current
October 2, 2020 - Present
BLACK MAMMOTH LLC
RIA
CRD#: 310508
Ankeny, IA
Past
May 19, 2017 - December 8, 2020
CENTRIC ADVISORS, LLC
RIA
CRD#: 282477
West Des Moines, IA
Past
March 9, 2015 - May 11, 2017
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
ANKENY, IA
Past
August 29, 2012 - May 11, 2017
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
ANKENY, IA
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
Florida(1/2/2025)
IAR
Iowa(10/2/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BM
BLACK MAMMOTH LLC
BLACK MAMMOTH LLC | BLACK MAMMOTH, LLC
CRD#: 310508 / SEC#:
Florida
Registered Investment Advisory firm - (1/2/2025 Approved)Iowa
Registered Investment Advisory firm - (10/2/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Ankeny, IA
Mailing Address
2407 Se Delaware Ave #1106, Ankeny, IA 50023
Phone number
(515) 420-0120
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 56 |
| AUM (Assets Under Management) | $ 2,254,508 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/29/2025 | ||
| 01/27/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
