Stanley Haar, financial advisor Boca Raton FL
93 score

Stanley Haar

CRD Number: 1247494
Current Firm: Gould Asset Management LLC

Stanley Haar (CRD# 1247494) is an Investment Advisor Representative working at Gould Asset Management LLC in Boca Raton, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Salomon Smith Barney Boca Raton, FL Jun 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Stanley P. Haar
Phone Number: 909-445-1291
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    471
    MILLIONS
  • Total Number of Accounts
    533
    ACCOUNTS
  • Average Account Value
    $883,916
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, FL, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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