Craig Stanley, financial advisor Virginia Beach VA

Craig Stanley

CRD Number: 5325378
Current Firm: Alera Investment Advisors, LLC

Craig Stanley (CRD# 5325378) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Virginia Beach, VA and has over 16 years of experience in the finance industry.

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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Craig M. Stanley
Phone Number: (847) 457-3000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,156
    MILLIONS
  • Total Number of Accounts
    3,177
    ACCOUNTS
  • Average Account Value
    $363,759
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, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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