Investment adviser representative · First Foundation Advisors
Roger S. Stinnett II
CRD 4564202 · Irvine, CA
At a glance
Roger S. Stinnett II is an investment adviser representative with First Foundation Advisors in Irvine, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roger’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- First Foundation AdvisorsSince April 2025Irvine, CA · $5.1B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Roger’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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