David Stofer is a ChFC-designated registered investment advisor at Mariner Institutional, LLC, based in Scottsdale, AZ, with 39 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 64 clients with $2.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
17767 N. Scottsdale Road, Suite 310, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David has a 1% interest in an oil well investment, sells fixed insurance products, and owns/invests in a financial analytic software program. He also serves as a board member for Evoshare, consults for Guidepoint Global, owns rental property, and works as an Investment Advisor Representative for Mariner Wealth Advisors and Mariner Institutional.
Employment History
Current Registrations
Mariner Institutional, LLC
Mariner Wealth
Previous Registrations
Mariner Retirement Advisors, LLC
Msec, LLCBroker
Sageview Advisory Group, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Gbs Retirement Services, INC.Broker
Gbs Retirement Services, INC.Broker
Linsco/private Ledger CORP.Broker
New England SecuritiesBroker
New England Securities CorporationBroker
State Registrations2 states
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