AdvisorOS Directory
Claim Profile
Unclaimed Profile
WS

William Howard Stanert

MOONDANCE INVESTMENT ADVISORS, LLC·NEW HOPE, Pennsylvania
SIE, Series 7, Series 9, Series 10, Series 63, Series 65, Series 99TOCFPClean record18 years registeredMOONDANCE INVESTMENT ADVISORS, LLC
247 N. MAIN STREET, NEW HOPE, PA 18938CRD# 716136Firm CRD# 166171

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Howard Stanert · NEW HOPE, PA
Registration
CRD #716136 · MOONDANCE INVESTMENT ADVISORS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

MOONDANCE INVESTMENT ADVISORS, LLC
Dec 2012 – present
UBS FINANCIAL SERVICES INC.
Aug 2012 – Dec 2012
NEWTOWN, PA
MORGAN STANLEY SMITH BARNEY LLC
Jun 2009 – Oct 2010
DOYLESTOWN, PA
CITIGROUP GLOBAL MARKETS INC.
Apr 2008 – Jun 2009
DOYLESTOWN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 63
Series 65
Series 99TO
Registration record
First registered · April 18, 2008
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOONDANCE INVESTMENT ADVISORS, LLC
CRD 166171 · SEC 801-77375
AUM
$16M
Regulatory assets under management
Employees
1
82 client accounts
Services offered by MOONDANCE INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MOONDANCE INVESTMENT ADVISORS, LLC →
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEW HOPE?

Browse all registered financial advisors in NEW HOPE, Pennsylvania or claim this profile if it's yours.

Browse NEW HOPE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Howard Stanert offer?
William Howard Stanert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW HOPE, Pennsylvania for a consultation.
What are William Howard Stanert's credentials?
William Howard Stanert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William Howard Stanert located?
William Howard 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 William Howard Stanert charge for services?
William Howard 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in NEW HOPE, Pennsylvania

Russell John Parsons
PARSONS CAPITAL MANAGEMENT, LLC·NEW HOPE, PA
CFPChFC
Mark Theodore Kelly
ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, PA
Christopher Hamilton Brashier
CHB INVESTMENT GROUP, LLC·NEW HOPE, PA
John T Hagan
ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, PA
Kenny Brian Bauer
ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, PA
Megan Jane Lottier
ROCKWOOD WEALTH MANAGEMENT, LLC·NEW HOPE, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
City Guides
PITTSBURGH GuidePHILADELPHIA GuideWAYNE GuideRADNOR GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Request removal of this profile