Theodore John Wolfstich

Employer firm

Wolfstich Capital, LLC CRD 146026

$162M 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

Wolfstich Capital, Llc

445 Main Street Suite 303, Medfield, MA 02052 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-10-31
MA	RA	APPROVED	2008-01-02

TX RA
APPROVED

Since 2023-10-31
MA RA
APPROVED

Since 2008-01-02

Branch Locations

445 Main Street Suite 303, Medfield, MA 02052 • United States

Medfield, MA • 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

Organization	City	State	From	To
Wolfstich Capital, Llc	Medfield	MA	01/2008	Present

01/2008 → Present

Wolfstich Capital, Llc

Medfield, MA

Previous Registrations

2005-10-05 → 2007-07-18

Charles Schwab & Co., Inc.

Burlington, MA

Burlington, MA

Other Businesses

NAME OF OBA: MEDFIELD LIONS CLUB; ADDRESS OF OBA: MEDFIELD MA 02052; NATURE: CHARITABLE ORGANIZATION; INVESTMENT RELATED: NO; RELATIONSHIP WITH OBA: BOARD MEMBER; DUTIES: BOARD MEMBER OF CHARITABLE ORGANIZATION; START DATE: 07/01/2023; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-03-31
S63	Uniform Securities Agent State Law Examination	1996-06-05

S66 Uniform Combined State Law Examination

2001-03-31
S63 Uniform Securities Agent State Law Examination

1996-06-05

Designations

Certified Financial Planner

Other Names

Ted Wolfstich
Tj Wolfstich

View on SEC IAPD