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V Stenner

9 Years of Experience
Vancouver
1 DisclosureBroker

V Stenner is a registered investment advisor at Canaccord Genuity Wealth Management, based in Vancouver, with 9 years of industry experience. V is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 80 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
80 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$135.5M

Fee Structure

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

Canaccord Genuity Wealth Management (USA) charges fees based on the value of the assets in your portfolio. These advisory fees are typically calculated as a percentage of your investments and are negotiated directly between you and your advisor, varying based on factors such as account size, services provided, and investment strategy. Fees are generally billed monthly in arrears. There is a minimum account size of $100,000 to open an account, though the firm may waive this requirement at its discretion.

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Location

1133 Melville Street, Suite 1100, 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 11 mos
Canaccord Genuity Wealth Management (USA) INC.Broker
November 2020 - Present · 5 yrs 11 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.
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