STOCK FINANCIAL AND RETIREMENT SOLUTIONS

STOCK FINANCIAL AND RETIREMENT SOLUTIONS is an SEC-registered investment adviser (CRD 338595).

Registration

• CRD: 338595
• Type: Registered investment adviser
• Phone: 860-502-0725
• Latest filing: 2026-05-27
• Clients: 1

Business model

Compensation: % of AUM, Fixed, Performance, Other.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338595 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search