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Stanley Charles Moss

Polen Capital Management, LLC

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About Stanley Charles Moss

Stanley Charles Moss is a financial advisor with over 20 years of experience in the industry. Stanley is currently registered with Polen Capital Management, LLC. Stanley also has previous experience with Foreside Funds Distributors LLC and David M Polen Securities, LLC. Stanley is a Chartered Financial Analyst and holds Series 7, 24, 27 and SIE licenses. Stanley has specialized expertise in providing portfolio management services to a variety of clients, including individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Stanley Moss is currently registered with Polen Capital Management, LLC. Polen Capital Management, LLC is an investment advisor headquartered in Boca Raton, Florida. The firm manages over $43 billion in assets for a variety of clients, including high-net-worth individuals, institutions, and pooled investment vehicles. Polen Capital specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm has a team of 39 registered representatives and 27 investment advisory professionals.
Polen Capital Management, LLC

1825 NW CORPORATE BLVD.

BOCA RATON, FL 33431

$43.24B

Assets Under Management

36

Total Clients

11

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Stanley Moss’s Registration & Firm History

FL

01/19/2016 - Present

Polen Capital Management, LLC (BOCA RATON FL)

FL

07/22/2011 - 07/08/2022

FORESIDE FUNDS DISTRIBUTORS LLC (BOCA RATON FL)

FL

11/20/2003 - 09/30/2010

DAVID M POLEN SECURITIES, LLC (BOCA RATON FL)

AL

03/15/1999 - 10/13/2003

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

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Licenses & Designations

BC

Issued 08/13/1999

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/24/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stanley Charles Moss.
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