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Stanley B. Starr
TRUST ADVISORY GROUP LTD
LANCASTER, MA 01523
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CRD#: 1391920
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Professional summary
Stanley Bernard Starr JR is a registered financial advisor currently at TRUST ADVISORY GROUP LTD located in Lancaster, Massachusetts and STONEX SECURITIES INC. located in Lancaster, Massachusetts.
Stanley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Stanley has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Starr Investment Services Inc. - 34 Squire Shaler Lane, Lancaster MA 01523 Nature of Business: Investment Advisory Representative Investment Related: Yes Business Position: Owner and Investment Advisor Representative Business Duties: DBA Business Start Date: 12/18/2023 Approximately four hours spent on this OBA monthly, with 8 during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Bernard Starr JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 1, 1996 - Present
TRUST ADVISORY GROUP LTD
Office #1: 34 Squire Shaler Lane, Lancaster, MA 01523RIA
CRD#: 106926
LANCASTER, MA
Current
October 8, 2024 - Present
STONEX SECURITIES INC.
BD
CRD#: 18456
Lancaster, MA
Past
May 2, 1995 - September 24, 2024
AGES FINANCIAL SERVICES, LTD.
BD
CRD#: 15427
LANCASTER, MA
Past
December 16, 1989 - April 3, 1995
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
July 24, 1985 - December 16, 1989
LINSCO FINANCIAL GROUP, INC.
BD
CRD#: 524
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUST ADVISORY GROUP LTD
ADVANTAGE WEALTH SOLUTIONS | TRUST ADVISORY GROUP LTD | STONEX WEALTH MANAGEMENT | STARR INVESTMENT SERVICES INC. | SOLARES HILL ADVISORS | RHK CAPITAL | RETIREMENT INCOME ADVISORS | PRIMARY WEALTH CARE PROVIDERS, LLC | PARAMOUNT FINANCIAL GROUP | ORION WEALTH ADVISORS | NEW ENGLAND TRUST SERVICES | MORRISTOWN CAPITAL ASSOCIATES LLC | MDS FINANCIAL | LIFE PATH FINANCIAL SERVICES | INVESTMENT SECURITIES GROUP | GIPSON-FITZPATRICK INVESTMENT MANGEMENT | CREATIVE WEALTH ADVISORS | COROMANDEL WEALTH MANAGEMENT | CINDRICH FINANCIAL SERVICES
CRD#: 106926 / SEC#: 801-46919
RIA
Registered Investment Advisory firm - (7/25/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
District of Columbia(11/19/2024)
RR
Florida(1/3/2025)
RR
Maine(1/2/2025)
IAR
Massachusetts(1/1/1996)
RR
Massachusetts(10/8/2024)
RR
South Carolina(1/2/2025)
RR
Utah(1/2/2025)
RR
Vermont(1/2/2025)
RR
Virginia(1/2/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUST ADVISORY GROUP LTD
ADVANTAGE WEALTH SOLUTIONS | TRUST ADVISORY GROUP LTD | STONEX WEALTH MANAGEMENT | STARR INVESTMENT SERVICES INC. | SOLARES HILL ADVISORS | RHK CAPITAL | RETIREMENT INCOME ADVISORS | PRIMARY WEALTH CARE PROVIDERS, LLC | PARAMOUNT FINANCIAL GROUP | ORION WEALTH ADVISORS | NEW ENGLAND TRUST SERVICES | MORRISTOWN CAPITAL ASSOCIATES LLC | MDS FINANCIAL | LIFE PATH FINANCIAL SERVICES | INVESTMENT SECURITIES GROUP | GIPSON-FITZPATRICK INVESTMENT MANGEMENT | CREATIVE WEALTH ADVISORS | COROMANDEL WEALTH MANAGEMENT | CINDRICH FINANCIAL SERVICES
CRD#: 106926 / SEC#: 801-46919
RIA
Registered Investment Advisory firm - (7/25/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
Mailing Address
Phone number
(800) 292-2411
Established
Firm type
Fiscal year end
# of Employees
30
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,720 |
| AUM (Assets Under Management) | $ 494,407,359 |
Red Flags
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Company Information
TRUST ADVISORY GROUP LTD
CRD#: 106926Lancaster, MA 01523TRUST BUT VERIFY
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