Unclaimed Profile

David Todd Stanley

FULL SAIL CAPITAL, LLC·OKLAHOMA CITY, Oklahoma

Series 7, Series 65, Series 66Clean record21 years registeredFULL SAIL CAPITAL, LLC

124 N.W. 10TH ST, OKLAHOMA CITY, OK 73103CRD# 4928918Firm CRD# 291368

Profile Verification

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

Identity

David Todd Stanley · OKLAHOMA CITY, OK

Registration

CRD #4928918 · FULL SAIL CAPITAL, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MERCER GLOBAL ADVISORS INC.

Jun 2025 – present

FULL SAIL CAPITAL, LLC

Feb 2018 – Dec 2025

OKLAHOMA CITY, OK

ARVEST ASSET MANAGEMENT

Aug 2006 – Feb 2011

OKLAHOMA CITY, OK

FSW PARTNERS, L.P.

Mar 2005 – Oct 2005

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · March 29, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FULL SAIL CAPITAL, LLC

CRD 291368 · SEC 801-112427

AUM

$1.8B

Regulatory assets under management

Employees

1,609 client accounts

Services offered by FULL SAIL CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FULL SAIL CAPITAL, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OKLAHOMA CITY?

Browse all registered financial advisors in OKLAHOMA CITY, Oklahoma or claim this profile if it's yours.

Browse OKLAHOMA CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Todd Stanley offer?

David Todd Stanley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.

What are David Todd Stanley's credentials?

David Todd Stanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Todd Stanley located?

David Todd Stanley is based in OKLAHOMA CITY, Oklahoma, working with FULL SAIL CAPITAL, LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.

How does David Todd Stanley charge for services?

David Todd Stanley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FULL SAIL CAPITAL, LLC?

FULL SAIL CAPITAL, LLC has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →