Unclaimed Profile

Stanley Frank Bielicki

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC·EASTON, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 53, Series 63Clean record22 years registeredINVESTMENT ADVISORS ASSET MANAGEMENT, LLC

137 NORTH SECOND STREET, EASTON, PA 18042CRD# 4595418Firm CRD# 128716

Profile Verification

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

Identity

Stanley Frank Bielicki · EASTON, PA

Registration

CRD #4595418 · INVESTMENT ADVISORS ASSET MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

Apr 2004 – Jun 2020

EASTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Registration record

First registered · April 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

CRD 128716 · SEC 801-62575

AUM

$481M

Regulatory assets under management

Employees

2,237 client accounts

Services offered by INVESTMENT ADVISORS ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT ADVISORS ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Stanley Frank Bielicki offer?

Stanley Frank Bielicki specializes in Financial Planning, Investment Management, Wealth Management.

What are Stanley Frank Bielicki's credentials?

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

Where is Stanley Frank Bielicki located?

Stanley Frank Bielicki is based in EASTON, Pennsylvania, last registered with INVESTMENT ADVISORS ASSET MANAGEMENT, LLC.

How does Stanley Frank Bielicki charge for services?

Stanley Frank Bielicki's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT ADVISORS ASSET MANAGEMENT, LLC?

INVESTMENT ADVISORS ASSET MANAGEMENT, LLC has approximately 26 employees and manages $481M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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