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V Stenner

8 Years of Experience
Vancouver
1 DisclosureBroker

V Stenner is a registered investment advisor at Canaccord Genuity Wealth Management, based in Vancouver, with 8 years of industry experience. V operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
69 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$101.2M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

CGWM USA's advisory fees are calculated as a percentage of the value of your portfolio. The specific fee is negotiated between you and your investment advisor and can vary based on factors such as the advisor, the value of your portfolio, the complexity of services, the securities used, the investment strategy, and the level of administration requested. The advisory fee is shared between your advisor and CGWM USA. The fee is generally billed monthly.

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Location

1200 - 1133 Melville Street, Vancouver, V6E 4E5

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2020
Other Business Activities

V. is a portfolio manager at Canaccord Genuity Corp, dedicating full-time hours to this role. He also holds various advisory and director positions in several companies, including Staunch Investments Inc, artius.iD, Inc., Beckley Psytech Inc, Miami Cocktail, Skyfish, and True Wealth Enterprises Inc, requiring minimal time commitments.

Employment History
Current Registrations
Canaccord Genuity Wealth Management
November 2020 - Present · 5 yrs 6 mos
Canaccord Genuity Wealth Management (USA) INC.Broker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Morgan Stanley
April 2017 - November 2020 · 3 yrs 7 mos
Morgan StanleyBroker
March 2017 - November 2020 · 3 yrs 8 mos
State Registrations6 states
AZCADEFLNYWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
V Stenner - Financial Advisor | TrueAdvisor