DS
CFP
DS
CFP

Don Gus Stamas

23 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
201 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$442.0M

Fee Structure

Minimum Investment:$2M
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Location

1310 South Tryon Street, Suite 101, Charlotte, NC, 28203

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Don is a manager at D.J.S. Investments, LLC, where he builds, buys, and sells commercial and residential real estate. He is also a general partner at Defender Capital Partners LLC, an investment fund, and handles operations, dedicating a few hours per week to each activity.

Employment History
Current Registrations
Defender Capital
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
LPL Financial LLC
June 2007 - December 2012 · 5 yrs 6 mos
Moors & Cabot INC
January 2003 - August 2007 · 4 yrs 7 mos
Moors & Cabot INC
August 2002 - December 2002 · 4 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.