Michael Stanley (CRD# 5338940) is an Investment Advisor Representative working at Prestige Wealth Management Group, LLC in Flemington, NJ and has over 8 years of experience in the finance industry.
CRD# 4276969
SRI Investing
Score
107
CRD# 2267593
Brighton Financial Planning
Score
107
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Jun 2013 - Current | 4 |
| Prestige Wealth Management | Flemington, NJ | May 2013 - Current | 4 |
| Wells Fargo Advisors LLC | Short Hills, NJ | May 2009 - May 2013 | 4 |
| Wachovia Securities, LLC | Warren, NJ | May 2007 - May 2009 | 2 |
| Sakar International Inc. | Edison, NJ | Nov 2004 - May 2007 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- NJ
-
Total Assets Under Management287MILLIONS
-
Total Number of Accounts1,252ACCOUNTS
-
Average Account Value$229,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NC, NH, NJ, NY, PA, SC
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