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David Caldwell Eaton

STANLEY-LAMAN GROUP LTD.·BERWYN, Pennsylvania
SIE, Series 7, Series 63Clean recordSTANLEY-LAMAN GROUP LTD.
1235 WESTLAKES DR, BERWYN, PA 19312CRD# 1682553Firm CRD# 112112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Caldwell Eaton · BERWYN, PA
Registration
CRD #1682553 · STANLEY-LAMAN GROUP LTD.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STANLEY-LAMAN GROUP LTD.
CRD 112112 · SEC 801-45568
AUM
$911M
Regulatory assets under management
Employees
24
715 client accounts
Services offered by STANLEY-LAMAN GROUP LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at STANLEY-LAMAN GROUP LTD. →
Introduction

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Frequently Asked Questions

What services does David Caldwell Eaton offer?
David Caldwell Eaton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.
What are David Caldwell Eaton's credentials?
David Caldwell Eaton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Caldwell Eaton located?
David Caldwell Eaton is based in BERWYN, Pennsylvania, working with STANLEY-LAMAN GROUP LTD.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does David Caldwell Eaton charge for services?
David Caldwell Eaton'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 STANLEY-LAMAN GROUP LTD.?
STANLEY-LAMAN GROUP LTD. has approximately 24 employees and manages $911M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STANLEY-LAMAN GROUP LTD.

James J. Laman
BERWYN, PA
William G Stanley
BERWYN, PA
ChFC

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