Unclaimed Profile

William G Stanley

STANLEY-LAMAN GROUP LTD.·BERWYN, Pennsylvania

SIE, Series 1, Series 7, Series 24, Series 63, Series 65, Series 99TOChFCClean record32 years registeredSTANLEY-LAMAN GROUP LTD.

1235 WESTLAKES DR, BERWYN, PA 19312CRD# 708205Firm CRD# 112112

Profile Verification

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

Identity

William G Stanley · BERWYN, PA

Registration

CRD #708205 · STANLEY-LAMAN GROUP LTD. · 32 years registered

Brand Profile

Not yet started

Career History

STANLEY-LAMAN GROUP LTD.

May 1994 – present

SEL CAPITAL MANAGEMENT, LLC

Aug 2001 – Mar 2006

BERYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · May 5, 1994

Years registered · 32

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STANLEY-LAMAN GROUP LTD.

CRD 112112 · SEC 801-45568

AUM

$911M

Regulatory assets under management

Employees

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 William G Stanley offer?

William G Stanley specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in BERWYN, Pennsylvania for a consultation.

What are William G Stanley's credentials?

William G Stanley holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is William G Stanley located?

William G Stanley 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 William G Stanley charge for services?

William G 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 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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