Advisor at Trajan Wealth, L.L.C.
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Firm
Trajan Wealth, L.L.C.
Location
Tampa, FL 33609
Credentials
Series 63, Series 65
Industry experience
10 years
Andrew Stauff is a financial advisor with Trajan Wealth, L.L.C. in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, MSI Financial Services, and MetLife Securities Inc. In addition to his advisory work, he also serves as an insurance agent within Trajan Wealth Insurance Solutions. Trajan Wealth primarily serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with an investment process tailored to client objectives and supported by fundamental, technical, and cyclical analysis.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
4830 W. Kennedy Blvd., Suite 600
Tampa, FL 33609
Florida
UNEMPLOYED
2025 - 2025 (1 year)
Mass Mutual Investors Services
2017 - Present (9 years)
Massmutual Life Insurance Co
2017 - 2025 (8 years)
MSI FInancial Services
2016 - 2017 (1 year)
METLIFE SECURITIES Inc
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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Capital Advisory Group
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