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David Caldwell Eaton

STANLEY-LAMAN GROUP LTD.·BERWYN, Pennsylvania
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

David Caldwell Eaton is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with STANLEY-LAMAN GROUP LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STANLEY-LAMAN GROUP LTD.
STANLEY-LAMAN GROUP LTD.
AUM
$911M
Regulatory assets under management
Employees
24
Total firm employees
View all advisors at STANLEY-LAMAN GROUP LTD. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1682553
Firm CRD# 112112
View on FINRA BrokerCheck →

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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

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Research
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