Unclaimed Profile

Stanley Charles Moss

POLEN CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida

SIE, Series 7, Series 24, Series 27CFAClean record22 years registeredPOLEN CAPITAL MANAGEMENT, LLC

1825 NW CORPORATE BLVD., BOCA RATON, FL 33431CRD# 3182592Firm CRD# 106093

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stanley Charles Moss · BOCA RATON, FL

Registration

CRD #3182592 · POLEN CAPITAL MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POLEN CAPITAL MANAGEMENT, LLC

POLEN CAPITAL MANAGEMENT, LLC

Jul 2004 – Dec 2024

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Registration record

First registered · July 14, 2004

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POLEN CAPITAL MANAGEMENT, LLC

CRD 106093 · SEC 801-15180

AUM

$43.2B

Regulatory assets under management

Employees

173

3,397 client accounts

Services offered by POLEN CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at POLEN CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Stanley Charles Moss offer?

Stanley Charles Moss specializes in Investment Management, Retirement Planning, Wealth Management.

What are Stanley Charles Moss's credentials?

Stanley Charles Moss holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Stanley Charles Moss located?

Stanley Charles Moss is based in BOCA RATON, Florida, last registered with POLEN CAPITAL MANAGEMENT, LLC.

How does Stanley Charles Moss charge for services?

Stanley Charles Moss's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is POLEN CAPITAL MANAGEMENT, LLC?

POLEN CAPITAL MANAGEMENT, LLC has approximately 173 employees and manages $43.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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