Unclaimed Profile

Stanley Wayne Erwin

COUNCILMARK ASSET MANAGEMENT, LLC·KNOXVILLE, Tennessee

Clean record21 years registeredCOUNCILMARK ASSET MANAGEMENT, LLC

2607 KINGSTON PIKE, KNOXVILLE, TN 37919CRD# 4379103Firm CRD# 111748

Profile Verification

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

Identity

Stanley Wayne Erwin · KNOXVILLE, TN

Registration

CRD #4379103 · COUNCILMARK ASSET MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: COUNCILMARK ASSET MANAGEMENT, LLC

COUNCILMARK ASSET MANAGEMENT, LLC

Dec 2010 – Dec 2024

KNOXVILLE, TN

COUNCILMARK ASSET MANAGEMENT, LLC

Nov 2004 – Dec 2006

KNOXVILLE, TN

Registrations & Exams

Registration record

First registered · November 2, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COUNCILMARK ASSET MANAGEMENT, LLC

CRD 111748 · SEC 801-57832

AUM

$289M

Regulatory assets under management

Employees

108 client accounts

Services offered by COUNCILMARK ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COUNCILMARK ASSET MANAGEMENT, LLC →

Introduction

Speak with Stanley

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

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

Looking for a financial advisor in KNOXVILLE?

Browse all registered financial advisors in KNOXVILLE, Tennessee or claim this profile if it's yours.

Browse KNOXVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stanley Wayne Erwin offer?

Stanley Wayne Erwin specializes in Investment Management, Wealth Management.

What are Stanley Wayne Erwin's credentials?

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

Where is Stanley Wayne Erwin located?

Stanley Wayne Erwin is based in KNOXVILLE, Tennessee, last registered with COUNCILMARK ASSET MANAGEMENT, LLC.

How does Stanley Wayne Erwin charge for services?

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

How large is COUNCILMARK ASSET MANAGEMENT, LLC?

COUNCILMARK ASSET MANAGEMENT, LLC has approximately 3 employees and manages $289M 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 →