JS
John A. Staley Iv
STALEY CAPITAL ADVISERS
PITTSBURGH, PA 15219
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CRD#: 433291
JS
Professional summary
John Adolphus Staley Iv, who also goes by John Adolphus Staley IV, is a registered financial advisor currently at STALEY CAPITAL ADVISERS INC located in Pittsburgh, Pennsylvania.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. John has worked at 4 firms and has passed the Series 00 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Adolphus Staley Iv
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)Robroy Industries (entity not investment related), River Rd, Verona PA 15147, privately held company specializing in electrical enclosures and corrosion prevention, Board Member (oversight of all aspects of company operations), start 1996, approx 2 hrs per month, both during trading hours. Compensated. 2)Foster Holdings, Inc. (entity is investment related), Anderson Dr, Pittsburgh PA 15220, family office providing financial planning and wealth management, Consulting Board Member (oversight of all aspects of company operations), start 1997, approx 1 hr per month which is during trading hours. Compensated. 3)Mecco Partners LLC (entity not investment related), Executive Dr, Cranberry Township PA 16066, privately held provider of laser marking technologies, (Shareholder engaged in oversight of all aspects of company operations), start 2002, approx 2 hrs per quarter which is during trading hours. Not compensated. 4)Barristers of Ohio LLC (entity not investment related) 800 West St. Clair Ave, Cleveland OH 44113, privately held title insurance company, Board Member (oversight of all aspects of company operations), start 12/2009, approx 4 hrs per year, all during trading hours. Not compensated. 5) Gleason Technology Inc. (entity not investment related), 941 Menoher Blvd., Johnstown, PA 15905, privately held developer of inspection and temperature related software designed to provide statistical information related to food manufacturing and distribution. (Shareholder engaged in oversight of all aspects of company operations), start 2017, aprox 2 hrs per quarter which is during trading hours. Not compensated. 6) HydroBlox Technologies, Inc. (entity not investment related), Mercer Street, Meadville, PA 16316, privately held, converts recycled plastic into a usable product, (Shareholder engaged in oversight of all aspects of company operations), start 2019, aprox 2 hrs per quarter which is during trading hours. Not compensated. 7)Multiple trusts established by friends or family members for the benefit of their descendants and/or spouses (investment related), Trustee/Co-Trustee/Successor Trustee (responsible for all aspects of trust administration including investment decisions), start 12/2009, approx 4 hrs per year, all of which are during trading hours. Not compensated but Staley Capital Advisers, Inc. receives investment advisory fees from some of the Trusts. 8)Glen Arden Associates (investment related), family limited partnership, Pittsburgh, PA, President (responsible for all aspects of administration including investment decisions), start 1/1987, approx 2 hrs per month, 1 of which is during trading hours. Not compensated but holds partnership interest in the partnership. 9)Staley Family Foundation (investment related), family charitable foundation, Pittsburgh, PA, President (responsible for all aspects of administration including investment decisions), start 3/2005, approx 1 hr per year which is during trading hours. Not compensated.
CRS (Client Relationship Summary) - RIA
Click below to view John Adolphus Staley Iv'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
March 5, 1997 - Present
STALEY CAPITAL ADVISERS INC
Office #1: One Oxford Centre 301 Grant Street, Suite 3950, Pittsburgh, PA 15219RIA
CRD#: 107118
PITTSBURGH, PA
Past
December 1, 1989 - September 7, 1994
SOUTHPOINTE DISTRIBUTION SERVICES INC.
BD
CRD#: 25320
Past
February 2, 1973 - November 22, 1973
CONSECO EQUITY SALES, INC.
BD
CRD#: 4125
Past
March 23, 1970 - September 7, 1994
FEDERATED SECURITIES CORP.
BD
CRD#: 5009
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".
SC
STALEY CAPITAL ADVISERS INC
STALEY CAPITAL ADVISERS INC
CRD#: 107118 / SEC#: 801-52862
RIA
Registered Investment Advisory firm - (9/10/1996 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
Pennsylvania(3/5/1997)
Exams
Principal/Supervisory Exam
RR
Series 00
Date: 2/25/1970
General Securities Principal ExaminationCurrent Firm
SC
STALEY CAPITAL ADVISERS INC
STALEY CAPITAL ADVISERS INC
CRD#: 107118 / SEC#: 801-52862
RIA
Registered Investment Advisory firm - (9/10/1996 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Oxford Centre 301 Grant Street, Suite 3950, Pittsburgh, PA 15219
Mailing Address
Phone number
(412) 394-1292
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,033 |
| AUM (Assets Under Management) | $ 2,876,862,358 |
Red Flags
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