Stanley E. Thomas

TIEMANN INVESTMENT ADVISORS

Menlo Park, CA 94025

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CRD#: 2936430

Professional summary

Stanley Eugene Thomas, who also goes by Stanley Thomas, is a registered financial advisor currently at TIEMANN INVESTMENT ADVISORS, LLC located in Menlo Park, California.

Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Stanley has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stanley Thomas

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) - RIA

Click below to view Stanley Eugene Thomas'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

October 29, 2015 - Present

TIEMANN INVESTMENT ADVISORS, LLC

Office #1: 750 Menlo Avenue Suite 300, Menlo Park, CA 94025

RIA

CRD#: 125360

Menlo Park, CA

Past

March 10, 2006 - November 4, 2015

THOMAS & ATKINSON CAPITAL MANAGEMENT LLC

RIA

CRD#: 129596

MENLO PARK, CA

Past

July 8, 1997 - May 10, 2004

SETON SMOKE CAPTAL MANAGEMENT

RIA

CRD#: 105531

GREENBRAE, CA

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".

TIEMANN INVESTMENT ADVISORS, LLC

TIEMANN INVESTMENT ADVISORS | TIEMANN INVESTMENT ADVISORS, LLC

CRD#: 125360 / SEC#: 801-64295

RIA

Registered Investment Advisory firm - (5/6/2005 Approved)

California

Registered Investment Advisory firm - (5/13/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(10/29/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/17/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 8/13/1997

General Securities Representative Examination

Current Firm

TIEMANN INVESTMENT ADVISORS, LLC

TIEMANN INVESTMENT ADVISORS | TIEMANN INVESTMENT ADVISORS, LLC

CRD#: 125360 / SEC#: 801-64295

RIA

Registered Investment Advisory firm - (5/6/2005 Approved)

California

Registered Investment Advisory firm - (5/13/2005 Terminated)

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Contact information

Main Address

750 Menlo Avenue Suite 300, Menlo Park, CA 94025

Mailing Address

Phone number

(650) 566-0200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TIA LLC ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 312,171,100

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.

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Stanley E. Thomas

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stanley Eugene Thomas's CRS (Customer Relationship Summary).

Certified licenses

Experience

TIEMANN INVESTMENT ADVISORS, LLC

THOMAS & ATKINSON CAPITAL MANAGEMENT LLC

SETON SMOKE CAPTAL MANAGEMENT

Primary Firm SEC Registration

TIEMANN INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2003

Series 7

Date: 8/13/1997

Current Firm

TIEMANN INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TIEMANN INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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