Stock Traders
Firm details
- Headquarters
- Huntington Beach, California
- CRD number
- 37711
- Registered since
- April 13, 1995
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Stock Traders is a California-based sole proprietorship that combines broker-dealer activities with portfolio management for individual and small business clients. The firm serves primarily individual and family accounts and uses a mix of billing methods — percentage of assets under management, hourly fees, and fixed fees — depending on client needs. It is organized and operated by an individual owner and is classified outside the typical RIA categories in the provided data. The firm does not identify as an ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents10%
Contacts
3 of 3Samuel Wida
Registered RepresentativeCRD 2149348
Jeffrey Joslin
Firm PrincipalCRD 1245475
John Maag
CRD 5484132
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntington Beach, CA
Orange
Location
Huntington Beach, CA
Headquartered in Huntington Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 16152 Beach Blvd
- Time zone
- PT (UTC-8)
- Office locations
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