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Bethany Ahlquist

Stansberry Asset Management, LLC

Westlake, TX

Clifton Park, NY

CRD 5435575

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Employer firm

Stansberry Asset Management, LLC CRD 282103

$1.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Stansberry Asset Management, Llc

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-03
NY RA APPROVED 2023-10-17
  • TX RA
    APPROVED
    Since 2025-01-03
  • NY RA
    APPROVED
    Since 2023-10-17

Branch Locations

1600 Solana Boulevard Building 8 Suite 8100, Westlake, TX 76262 • United States

7 Southside Drive Suite 202, Clifton Park, NY 12065 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stansberry Asset Management New York NY 04/2016 10/2021
Goldman Sachs New York NY 11/2021 09/2022
Stansberry Asset Management New York NY 09/2022 Present
  • 04/2016 → 10/2021
    Stansberry Asset Management
    New York, NY
  • 11/2021 → 09/2022
    Goldman Sachs
    New York, NY
  • 09/2022 → Present
    Stansberry Asset Management
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-17
  • S65 Uniform Investment Adviser Law Examination
    2023-10-17
Other Names
  • Bethany Marie Ahlquist

View on SEC IAPD

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