Theodore Wolfstich (CRD# 2739474) is an Investment Advisor Representative working at Wolfstich Capital, LLC in Medfield, MA and has over 27 years of experience in the finance industry. Theodore Wolfstich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wolfstich Capital, LLC | Medfield, MA | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
- MA
- TX
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Total Assets Under Management129MILLIONS
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Total Number of Accounts256ACCOUNTS
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Average Account Value$502,521
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NY, TX
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