Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stanley? Claim Your ProfileStanley Christopher Sarli is a financial advisor with Steward Partners Investment Advisory, LLC. Stanley has been in the industry since 1999 and has a wide range of experience working with both individuals and businesses. Stanley is registered with FINRA and the state of New York. Stanley previously worked with Raymond James Financial Services, Inc., Morgan Stanley, Fidelity Brokerage Services LLC and TD Waterhouse Investor Services, Inc. Stanley specializes in financial planning, pension consulting, and portfolio management.
2 GRAND CENTRAL TOWER, 140 EAST 45TH STREET
NEW YORK, NY 10017
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
08/16/2021 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NY
08/16/2021 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
06/19/2013 - 08/24/2021
MORGAN STANLEY (New York NY)
NJ
05/10/2006 - 05/22/2013
FIDELITY BROKERAGE SERVICES LLC (PARAMUS NJ)
NJ
02/08/2005 - 03/31/2006
TD WATERHOUSE INVESTOR SERVICES, INC. (JERSEY CITY NJ)
MN
03/18/1999 - 07/02/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/18/1999 - 07/02/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/5/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/9/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/3/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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