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Marie Shaun Stanert

MOONDANCE INVESTMENT ADVISORS, LLC·NEW HOPE, Pennsylvania
Unclaimed Profile
247 N. MAIN STREET, NEW HOPE, PA 18938CRD# 6136417Firm CRD# 166171
01

About

Marie Shaun Stanert is a registered financial advisor based in NEW HOPE, Pennsylvania, affiliated with MOONDANCE INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MOONDANCE INVESTMENT ADVISORS, LLC
MOONDANCE INVESTMENT ADVISORS, LLC
AUM
$16M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MOONDANCE INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6136417
Firm CRD# 166171
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marie Shaun Stanert offer?
Marie Shaun Stanert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW HOPE, Pennsylvania for a consultation.
What are Marie Shaun Stanert's credentials?
Marie Shaun Stanert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marie Shaun Stanert located?
Marie Shaun Stanert is based in NEW HOPE, Pennsylvania, working with MOONDANCE INVESTMENT ADVISORS, LLC. Their office serves clients in the NEW HOPE metropolitan area and surrounding communities.
How does Marie Shaun Stanert charge for services?
Marie Shaun Stanert'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 MOONDANCE INVESTMENT ADVISORS, LLC?
MOONDANCE INVESTMENT ADVISORS, LLC has approximately 1 employees and manages $16M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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