Aaron StanleyCRD Number: 2958588
Current Firm: Enclave Advisors, LLC
Aaron Stanley (CRD# 2958588) is an Investment Advisor Representative working at Enclave Advisors, LLC in Austin, TX and has over 24 years of experience in the finance industry.
Pbl Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Enclave Advisors LLC||Austin, TX||Jun 2019 - Current||3|
|Wallace Capital Management||Austin, TX||Jun 2016 - Apr 2019||2|
|Ar Stanley & Company||Austin, TX||Jul 2012 - Apr 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management1,056MILLIONS
Total Number of Accounts67ACCOUNTS
Average Account Value$15,763,806
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, GA, MS, TX
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