AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SR

Stanley D. Royer

CLARIS ADVISORS
St. Louis, MO 63101-2501
Some features on this profile are disabled
CRD#: 2575040
SR

Professional summary


Stanley Dean Royer, who also goes by Stan Dean Royer, is a registered financial advisor currently at CLARIS ADVISORS, LLC located in St. Louis, Missouri.

Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Stanley has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Stan Dean Royer

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.
BROKERAGE UNLIMITED, INC - INSURANCE BROKERAGE UNUM INSURANCE - AGENT STANDARD INSURANCE - AGENT

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Stanley Dean Royer's CRS (Customer Relationship Summary).
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®
None

Experience


Current

June 18, 2007 - Present

CLARIS ADVISORS, LLC

Office #1: 800 Market Street Suite 500, St. Louis, MO 63101-2501
RIA
CRD#: 117734
St. Louis, MO
Past

January 1, 2004 - September 20, 2005

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

May 18, 2000 - January 1, 2004

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

July 1, 1999 - July 10, 2006

CLARIS ADVISORS, LLC

RIA
CRD#: 117734
ST. LOUIS, MO
Past

April 9, 1999 - May 10, 2000

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

January 27, 1995 - May 5, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

January 27, 1995 - May 5, 1999

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

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".
CA
CLARIS ADVISORS, LLC
AMD FINANCIAL SERVICES LLC | CLARIS ADVISORS, LLC

CRD#: 117734 / SEC#: 801-66993

RIA
Registered Investment Advisory firm - (7/7/2006 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.

Highlighted states indicate IAR registrations

IAR
Missouri
(6/18/2007)
IAR
Texas
(6/28/2012)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/12/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


CA
CLARIS ADVISORS, LLC
AMD FINANCIAL SERVICES LLC | CLARIS ADVISORS, LLC

CRD#: 117734 / SEC#: 801-66993

RIA
Registered Investment Advisory firm - (7/7/2006 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
800 Market Street Suite 500, St. Louis, MO 63101-2501
Mailing Address
Phone number
(314) 655-5504
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLARIS ADVISORS, LLC FORM ADV PART 2A (2/25/2025)

Regulatory assets under management


Total Number of Accounts937
AUM (Assets Under Management)$ 800,716,319

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
11/17/2023
Cover Page
01/17/2023

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


CLARIS ADVISORS, LLC

CRD#: 117734St. Louis, MO 63101-2501

TRUST BUT VERIFY

Monitor Stanley Royer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Aaron Andrew Ungerer
Aaron UngererAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
Frontenac, MO
Dalton J Stockton
Dalton StocktonAdvisorCheck Check Mark
WELLS FARGO CLEARING SERVICES, LLC
IAR
RR
ST. LOUIS, MO
George Joseph Simon JR
George SimonAdvisorCheck Check Mark
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
IAR
RR
Chesterfield, MO
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics