William Stanert (CRD# 716136) is an Investment Advisor Representative working at Moondance Investment Advisors, LLC in New Hope, PA and has over 43 years of experience in the finance industry. William Stanert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Mar 2013 - Current | 11 |
| Moondance Investment Advisors, LLC | New Hope, PA | Dec 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1980 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- PA
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Total Assets Under Management30MILLIONS
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Total Number of Accounts101ACCOUNTS
-
Average Account Value$296,510
- 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
PA
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