Stanley Lochrie has been Owner, President of Etesian Wealth Advisors since December 2009, is a control person of the firm and directly owns between 10% and 25% of it.
Etesian Wealth Advisors, Inc. is a West Linn, OR firm with $503M under management, 429 clients and 6 advisers across 3 offices, as of its March 2026 filing.
Stan Lochrie is Chief Executive Officer of Etesian Wealth Advisors. He founded the firm in 2009 and works with clients' tax and legal counsel to develop and maintain long term wealth strategies for high net worth families. His career includes involvement and partnership at Westmark Financial Services, Evergreen Estate Planning Services, Financial Security Group and Moss Adams Wealth Advisors before he founded Etesian.
Stanley Lochrie’s longest registration is the current one, 16 years at Etesian Wealth Advisors since 2009. Before joining Etesian Wealth Advisors in 2009, Stanley Lochrie was registered through Aig Financial Advisors, Inc. and Moss Adams Wealth Advisors LLC.
- – present · 16 yearsWest Linn, OR · Adviser representative · Firm CRD 152127
- Aig Financial Advisors, Inc.– · under a yearPortland, OR · Adviser representative · Firm CRD 133763
- Moss Adams Wealth Advisors LLC– · 10 yearsPortland, OR · Adviser representative · Firm CRD 108917
- Sentra Securities Corp– · 7 yearsPortland, OR · Adviser representative · Firm CRD 10249
Investment adviser representative registrations
Stanley Lochrie is registered as an investment adviser representative in Washington, since December 2009.
- WashingtonSince 16 December 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 1998 |
| Series 7 | General Securities Representative Examination | 7 December 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 October 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 October 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Stanley Clayton Lochrie
- CRD
- 2208453
- Firm
- Etesian Wealth Advisors · CRD 152127
- Role
- Owner, President
- Office
- 1914 Willamette Falls Drive, #300, West Linn, OR 97068
- Registration
- Investment adviser registration
- In the industry since
- June 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- etesianwa.com
Where does Stanley Lochrie work?
Stanley Lochrie has been Owner, President of Etesian Wealth Advisors, Inc. since December 2009, and is a control person of the firm.
Is Stanley Lochrie a financial advisor?
Yes. Stanley Lochrie has a current investment-adviser registration in Washington, through Etesian Wealth Advisors since December 2009.
How many years of experience does Stanley Lochrie have?
Stanley Lochrie has 28 years in the financial industry, since June 1998, across 4 adviser firms.
What exams has Stanley Lochrie passed?
Stanley Lochrie has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in October 1992.
Where did Stanley Lochrie work before Etesian Wealth Advisors?
Before Etesian Wealth Advisors, Stanley Lochrie was registered through Aig Financial Advisors, Inc., October 2005 to December 2005; Sentra Securities Corp, June 1998 to October 2005.
Where is Stanley Lochrie based?
Stanley Lochrie’s registered office is in West Linn, OR.
Is Stanley Lochrie registered with FINRA?
No. Stanley Lochrie has no current broker registration.
How can I verify Stanley Lochrie’s record?
Search CRD 2208453 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stanley Lochrie’s full registration record.