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DS

David A. Stenhouse

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CRD#: 6733386
DS

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.

David Anthony Stenhouse, who also goes by Stenhouse Anthony Stenhouse, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 2018. David had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stenhouse Anthony Stenhouse

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

February 12, 2018 - August 29, 2019

GURTIN MUNICIPAL BOND MANAGEMENT

RIA
CRD#: 143597
Boston, MA

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


Current Firm


GM
GURTIN MUNICIPAL BOND MANAGEMENT
GURTIN FIXED INCOME MANAGEMENT, LLC | WILLSTAR8, LLC | GURTIN MUNICIPAL BOND MANAGEMENT

CRD#: 143597 / SEC#: 801-68396

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Contact information


Main Address
440 Stevens Avenue Suite 260, Solana Beach, CA 92075-2071
Mailing Address
Phone number
(858) 436-2200
Established
Firm type
Fiscal year end
# of Employees
69

Documents


Latest Form ADV

Part 2 Brochures

GURTIN PART 2B (3/31/2022)

Regulatory assets under management


Total Number of Accounts4,078
AUM (Assets Under Management)$ 20,585,127,367

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


GURTIN MUNICIPAL BOND MANAGEMENT

CRD#: 143597

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