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CS

Clint C. Stanley

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CRD#: 1505201
CS

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.

Clint Chris Stanley, who also goes by Clint C Stanley, was a registered financial professional .

Clint is a previously registered financial professional and started their career in finance in 1986. Clint had worked at 4 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Clint C Stanley

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 29, 2003 - April 3, 2012

MG ADVISORY SERVICES, LLC

RIA
CRD#: 121865
DENVER, CO
Past

January 2, 2002 - February 25, 2015

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

BD
CRD#: 114212
DENVER, CO
Past

January 28, 1995 - February 6, 1996

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

July 14, 1993 - January 28, 1995

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

May 21, 1986 - July 14, 1993

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 1/15/2002
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MG ADVISORY SERVICES, LLC
MATRIX ADVISORY SERVICES, L.L.C. | MG ADVISORY SERVICES, LLC | MG ADVISORY SERVICES,LLC

CRD#: 121865 / SEC#: 801-61472

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Contact information


Main Address
700 17th Street, S300, Denver, CO 80202
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


MG ADVISORY SERVICES, LLC

CRD#: 121865

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