John Stoller is a registered investment advisor, based in Walnut Creek, CA, with 21 years of industry experience.
Location
190 North Wiget Lane, Suite 125, Walnut Creek, CA, 94598
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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
John is co-trustee of The Stoller Family Trust, a director at Gateway Bank, president of The Stoller Company, Inc. and Stoller Insurance Services, Inc., an individual at Martinson Stoller Advisors, and president of Stoller Investment Advisors, Inc. He dedicates about half his time to Martinson Stoller Advisors and nearly full-time to Stoller Investment Advisors, Inc., while spending about a quarter of his time at The Stoller Company, Inc., and minimal time at the other entities.
Employment History
Current Registrations
Vanderbilt Securities, LLCBroker
Consolidated Portfolio Review CORP
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations9 states
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