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Michael Patrick Stanton

Thrive Wealth Management, LLC

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About Michael Patrick Stanton

Michael Stanton is a financial advisor with Thrive Wealth Management, LLC. Michael has been in the financial industry since 2009 and has worked with clients of various sizes. Michael specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations and non-profits.

Firm Information

Michael Stanton is currently registered with Thrive Wealth Management, LLC. Thrive Wealth Management, LLC is an independent financial advisory firm headquartered in Audubon, Pennsylvania. They provide a range of financial planning and investment management services for individuals, families, businesses, and charitable organizations. With over $1.3 billion in assets under management, Thrive Wealth Management is committed to helping clients achieve their financial goals. They have a team of 12 investment advisor representatives who are dedicated to providing personalized advice and guidance. Their services include portfolio management, financial planning, and selection of other advisors. They also offer pension consulting services and focus on serving high net worth individuals, corporations or other businesses, individuals other than high net worth, and pension and profit-sharing plans.
Thrive Wealth Management, LLC

1000 MADISON AVENUE

AUDUBON, PA 19403

$1.32B

Assets Under Management

19

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of retirement plan assets under advisement

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Michael Stanton’s Registration & Firm History

PA

07/07/2015 - Present

Thrive Wealth Management, LLC (AUDUBON PA)

PA

07/16/2010 - 07/09/2015

LINCOLN INVESTMENT (JENKINTOWN PA)

PA

12/16/2009 - 04/26/2010

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

PA

08/06/2009 - 08/31/2009

PRUCO SECURITIES, LLC. (CHALFONT PA)

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Licenses & Designations

IA

Issued 05/23/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/09/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Patrick Stanton.
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