Tomislav
Vatavuk

Stansberry Asset Management, LLC

CRD#5252001
Investment Advisor
in San Francisco, CA

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About this Advisor

Tomislav Vatavuk is a financial advisor based in San Francisco, California, working with Stansberry Asset Management, LLC. Tomislav has previously worked at Bny Mellon and Stansberry Asset Management, LLC. Tomislav has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Tomislav is part of Stansberry Asset Management, LLC, which operates out of San Francisco, California. The firm has 3 offices and 38 employees. Stansberry Asset Management, LLC manages assets totaling $1.0 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Stansberry Asset Management, LLC is asset-based.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Two Embarcadero Center 8Th Floor
San Francisco, CA 94111

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Stansberry Asset Management, LLC Brokerage Details

Total Assets Under Management

$1,049,018,025

CA Average: $3,042,739,679
Total Number of Employees

38

CA Average: 49
Total Number of Accounts

3,164

CA Average: 2,315
Average Account Size

$331,548

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Tomislav Vatavuk Work History

2017 - Present (8 years)

Stansberry Asset Management, LLC

2015 - 2016 (1 year)

Bny Mellon

Disclosures

Please visit the SEC profile of Tomislav Vatavuk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stansberry Asset Management, LLC

Christopher Gilmor
Mill Valley, CA
Corey Drejas
Clifton Park, NY
Claire Snider
Roanoke, TX
Tomislav Vatavuk
San Francisco, CA
Jared Skinner
San Francisco, CA
Thomas Casper
Winter Park, FL
Jeffrey Starr
Clifton Park, NY
William Pedersen
Petaluma, CA

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