Stanley McDannold, financial advisor Clifton Park NY
93 score

Stanley McDannold

CRD Number: 1901340
Current Firm: Cetera Investment Advisers LLC

Stanley McDannold (CRD# 1901340) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Clifton Park, NY and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisors LLC Schaumburg, IL Jul 2013 - Current 3
Advisors Capital Management, LLC Clifton Park, NY Nov 2010 - Jul 2013 2
Wall Street Financial Group, Inc. Clifton Park, NY Jan 2002 - Sep 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Jun 2003
Contact Info for Stanley W. McDannold
Phone Number: 888-528-2987
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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