Timothy Michael Stolz

Employer firm

Bestgate Wealth Advisors, LLC CRD 301639

$162M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 05/2018
  Court Place Advisors
  Ellicott City, MD
• 12/2017 → Present
  Bestgate Tax & Accounting Advisors, Llc
  Frederick, MD
• 08/2008 → 11/2017
  Mclean, Koehler, Sparks & Hammond
  Frederick, MD
• 06/2018 → 06/2018
  Surepath Wealth Management
  Frederick, MD
• 03/2019 → Present
  Bestgate Wealth Advisors, Llc
  Frederick, MD

Previous Registrations

• 2018-06-15 → 2018-06-22
  Surepath Wealth Management
  Frederick, MD
• 2018-01-04 → 2018-05-25
  Court Place Advisors Llc
  Ellicott City, MD

Other Businesses

Timothy M Stolz is a Certified Public Accountant and partner of Bestgate Tax & Accounting Advisors, LLC (BTA). BTA is a CPA firm focused on tax and accounting for small businesses and personal clients. BTA does not provide investment-related services. BTA is located at 5100 Buckeystown Pike Ste 290, Frederick, MD 21704.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-27

Designations

• Certified Financial Planner

Other Names

• Tim M Stolz
• Timothy M Stolz