David E. Nuttall

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Scottsdale, AZ 85251

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CRD#: 7142467

Professional summary

David Evan Nuttall, CFP®, who also goes by Evan Nuttall, is a registered financial advisor currently at STOKER OSTLER, A PART OF BMO FINANCIAL GROUP located in Scottsdale, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Nuttall

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 David Evan Nuttall'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

Start date: 2017

Experience

Current

July 1, 2019 - Present

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Office #1: 4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251

RIA

CRD#: 111320

Scottsdale, AZ

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".

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

CRD#: 111320 / SEC#: 801-54265

RIA

Registered Investment Advisory firm - (4/14/1997 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

Arizona
(7/1/2019)

IAR

Texas
(6/24/2025)

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

Current Firm

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

CRD#: 111320 / SEC#: 801-54265

RIA

Registered Investment Advisory firm - (4/14/1997 Approved)

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Contact information

Main Address

4900 N. Scottsdale Road Suite 2600, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 890-8088

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STOKER OSTLER WEALTH ADVISORS INC FROM ADV PART 2A OCTOBER 2025 (10/20/2025)

Regulatory assets under management

Total Number of Accounts	4,732
AUM (Assets Under Management)	$ 3,100,176,318

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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David E. Nuttall

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Evan Nuttall's CRS (Customer Relationship Summary).

Certified licenses

Experience

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Primary Firm SEC Registration

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Current Firm

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STOKER OSTLER, A PART OF BMO FINANCIAL GROUP

TRUST BUT VERIFY

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