Donald B. Stanley
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donald Burton Stanley, who also goes by Don Stanley, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1985. Donald had worked at 4 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 25, 2019 - February 3, 2026
VIRTUE CAPITAL MANAGEMENT, LLC
October 22, 1991 - August 19, 2002
AMERICAN CLASSIC SECURITIES, INC.
March 6, 1990 - October 13, 1992
NORTH AMERICAN MANAGEMENT, INC.
October 4, 1985 - June 27, 1989
PFS INVESTMENTS INC.
Primary Firm SEC Registration
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
Contact information
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
