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JS

Joel D. Stilwell

ROSENBLUM SILVERMAN SUTTON SF
San Francisco, CA 94109
Some features on this profile are disabled
CRD#: 7770715
JS

Professional summary

Joel Daniel Stilwell, who also goes by Joel D. Stilwell, Joel Stilwell, is a registered financial advisor currently at ROSENBLUM SILVERMAN SUTTON SF INC located in San Francisco, California.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joel D. Stilwell | Joel Stilwell

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 Joel Daniel Stilwell'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

June 16, 2023 - Present

ROSENBLUM SILVERMAN SUTTON SF INC

Office #1: 1388 Sutter St Ste 725, San Francisco, CA 94109
RIA
CRD#: 105774
San Francisco, CA

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".
RS
ROSENBLUM SILVERMAN SUTTON SF INC
ROSENBLUM SILVERMAN SUTTON SF INC | RSS INVESTMENT COUNSEL

CRD#: 105774 / SEC#: 801-21730

RIA
Registered Investment Advisory firm - (6/15/1984 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
California
(6/16/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/7/2023
Uniform Investment Adviser Law Examination

Current Firm

RS
ROSENBLUM SILVERMAN SUTTON SF INC
ROSENBLUM SILVERMAN SUTTON SF INC | RSS INVESTMENT COUNSEL

CRD#: 105774 / SEC#: 801-21730

RIA
Registered Investment Advisory firm - (6/15/1984 Approved)
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Contact information

Main Address
1388 Sutter St Ste 725, San Francisco, CA 94109
Mailing Address
Phone number
(415) 771-4500
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ROSENBLUM FORM ADV PARTS 2A AND 2B - FEBRUARY 2025 (2/28/2025)

Regulatory assets under management

Total Number of Accounts157
AUM (Assets Under Management)$ 459,502,012

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

ROSENBLUM SILVERMAN SUTTON SF INC

CRD#: 105774San Francisco, CA 94109

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