Stanley Stanek, financial advisor Breinigsville PA

Stanley Stanek

CRD Number: 6267827
Current Firm: Center Street Advisors, Inc.

Stanley Stanek (CRD# 6267827) is an Investment Advisor Representative working at Center Street Advisors, Inc. in Breinigsville, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Center Street Securities Nashville, TN Sep 2020 - Current 1
Lincoln Financial Advisors Brenigsville, PA Jan 2019 - Sep 2020 1
Mercap Securities, LLC Paoli, PA Dec 2017 - Jan 2019 1
Mercap Advisors, Inc. Paoli, PA Dec 2017 - Jan 2019 1
Mml Investors Services, LLC Allentown, PA Mar 2017 - Dec 2017 < 1
Msi Financial Securities Allentown, PA Nov 2016 - Dec 2017 1
Massmutual Allentown, PA Nov 2016 - Dec 2017 1
Pruco Securities, LLC Scranton, PA Mar 2015 - Nov 2016 1
The Prudential Insurance Company Of America Scranton, PA Mar 2015 - Nov 2016 1
Lincoln Investment Planning Bethlehem, PA Nov 2013 - Mar 2015 1
Stanek Insurance Allentown, PA Sep 2008 - Mar 2015 6
Pottsville Ford Pottsville, PA May 2011 - Aug 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S65 NASAA Investment Advisors Law Examination Oct 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stanley D. Stanek
Phone Number: 615-690-3580
Firm Website: http://www.tahoefp.com/
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    1,436
    ACCOUNTS
  • Average Account Value
    $137,666
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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