Donald StanleyCRD Number: 5427804
Current Firm: Strategic Advisers, Inc.
Donald Stanley (CRD# 5427804) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Omaha, NE and has over 9 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Fidelity Brokerage Services LLC||Omaha, NE||Sep 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Omaha, NE||Oct 2012 - Sep 2014||1|
|Waddell & Reed, Inc.||Omaha, NE||Sep 2012 - Sep 2014||2|
|Td Ameritrade Inc.||Omaha, NE||Sep 2007 - Sep 2012||5|
|Commercial Electric||Omaha, NE||Jul 2002 - Sep 2007||5|
|U.s. Data Corporation||Omaha, NE||Nov 2006 - Feb 2007||< 1|
|Not Available||Omaha, NE||Jun 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV