President / Financial Planner · Anchored Financial Planning LLC
Robert J. Stahler
CRD 4903906 · Named on Form ADV at one SEC-registered adviser
At a glance
Anchored Financial Planning LLC, an SEC-registered wealth manager based in West Deptford, NJ with $183 million in regulatory assets, lists Robert J. Stahler on its Form ADV as President / Financial Planner, a control person.
Firms and roles
- Anchored Financial Planning LLCPresident / Financial PlannerWealth manager · West Deptford, NJ · $183M in regulatory assets
AtlasMembers
Robert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Valerie A. AngiolliloChief Compliance Officer, Anchored Financial Planning LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.