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Robert Stahler Facing a Roth IRA Dispute

Robert Stahler (CRD #: 2820704), a broker registered with Avantax Investment Services, is the subject of an investor dispute. This is according to his BrokerCheck record, accessed on June 17, 2024. Details concerning this dispute are provided below. 

Investor Allegations 

On April 23, 2024, an investor alleged that the timing of their 2021 Roth IRA conversion led to a lost opportunity for market growth. 

Background Information 

Robert Stahler has passed the following exams: 

  • Series 63 Uniform Securities Agent State Law Examination 
  • Series 65 Uniform Investment Adviser Law Examination 
  • SIE – Securities Industry Essentials Examination 
  • Series 7 General Securities Representative Examination 
  • Series 62 Corporate Securities Limited Representative Examination 
  • Series 6 Investment Company Products / Variable Contracts Representative Examination 

He is a registered broker in eleven states and is a registered investment adviser in Maryland. 

Kurta Law Can Help 

If you have worked with Robert Stahler and have concerns about your investments, do not hesitate to contact us at 877-600-0098 or email info@kurtalawfirm.com for a free consultation. 

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