Stanley F. Ehrlich
S.F. EHRLICH ASSOCIATES
Cranford, NJ 07016
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CRD#: 4551679
Professional summary
Stanley Fred Ehrlich is a registered financial advisor currently at S.F. EHRLICH ASSOCIATES, INC. located in Cranford, New Jersey.
Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Stanley has worked at 1 firm and has passed the Series 65 exam.
Biography
After raising a family for 30 years in Union Township, Hunterdon County, Stan currently resides in Westfield with his wife, Pearl, a retired inclusive education teacher. They have three daughters and five grandchildren.
Question & Answer
What are your service offerings?
Stan started his financial pla...
Stan's undergraduate degree is...
Stan taught for 11 years at Ra...
Since 1997, Stan has been a me...
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Estate & Generational Planning...
Are you a "fiduciary"?
Yes
Aliases
None
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.
Columnist (since 2008), NAPFA Advisor Magazine, produced by the National Association of Personal Financial Advisors (8700 Bryn Mawr Avenue, Chicago, IL. NAPFA is a professional association for fee-only financial planners, and the column is written bi-monthly. (NOTE: A columnist is not considered a paid employee.) Approximately one hour per month is devoted to writing the column.
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Fred Ehrlich'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
November 28, 2011 - Present
S.F. EHRLICH ASSOCIATES, INC.
Office #1: 15 Alden Street Suite 12, Cranford, NJ 07016RIA
CRD#: 121356
Cranford, NJ
Past
November 13, 2002 - August 19, 2011
S.F. EHRLICH ASSOCIATES, INC.
RIA
CRD#: 121356
CLINTON, NJ
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".
SE
S.F. EHRLICH ASSOCIATES, INC.
S.F. EHRLICH ASSOCIATES, INC.
CRD#: 121356 / SEC#: 801-113687
RIA
Registered Investment Advisory firm - (7/26/2018 Approved)Delaware
Registered Investment Advisory firm - (8/6/2018 Terminated)Florida
Registered Investment Advisory firm - (8/3/2018 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2018 Terminated)New York
Registered Investment Advisory firm - (8/3/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/6/2018 Terminated)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
New Jersey(11/28/2011)
IAR
Texas(9/26/2018)
Current Firm
SE
S.F. EHRLICH ASSOCIATES, INC.
S.F. EHRLICH ASSOCIATES, INC.
CRD#: 121356 / SEC#: 801-113687
RIA
Registered Investment Advisory firm - (7/26/2018 Approved)Delaware
Registered Investment Advisory firm - (8/6/2018 Terminated)Florida
Registered Investment Advisory firm - (8/3/2018 Terminated)New Jersey
Registered Investment Advisory firm - (8/9/2018 Terminated)New York
Registered Investment Advisory firm - (8/3/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (8/6/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15 Alden Street Suite 12, Cranford, NJ 07016
Mailing Address
Phone number
(908) 789-1100
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 394 |
| AUM (Assets Under Management) | $ 169,527,505 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 11/08/2024 | ||
| 12/11/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
