Stanley Fred Ehrlich
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Stan started his financial planning and asset management practice in Clinton
- NJ in 1996. He strives to develop a personal relationship with each of his clients
- and then jointly prepare an investment program that suits both their goals as well as their temperament.
- Stan's undergraduate degree is from Syracuse University in Economics
- and he has a Master of Arts from John Jay College and a Master of Public Administration from New York University. He also completed his doctoral coursework at New York University with a concentration in finance.
- Stan taught for 11 years at Raritan Valley Community College
- and one year as an adjunct at The College of New Jersey (formerly Trenton State College). He also served as a contributing editor and columnist for three Reed Business Communication publications
- writing articles and columns on personal finance. He also wrote a column for fellow advisors in the NAPFA Advisor
- the national publication of the National Association of Personal Financial Advisors
- for approximately ten years.
- Since 1997
- Stan has been a member of The National Association of Personal Financial Advisors (NAPFA)
- one of the nation's leading fee-only financial planning associations. In order to meet NAPFA's stringent continuing education requirements
- he attends NAPFA regional and national conferences as well as educational programs provided by the Institutional Service Group of Charles Schwab. He served for four years on NAPFA's Northeast-MidAtlantic Regional Board of Directors
- to include two years as Treasurer
- and chaired the 2007 Northeast/Mid-Atlantic Regional conference in Hartford
- CT. In addition
- he is a member of the Investments & Wealth Institute
- and attends their educational conferences as well.
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.
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures on record.
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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Years of Experience
23 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
S.F. EHRLICH ASSOCIATES, INC.
Contact Information
Main Address
15 Alden Street Suite 12, Cranford, NJ 07016Phone Number
(908) 789-1100# of Employees
2SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
385AUM (Assets Under Management)
$185,778,206Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | Cover Page | Report |
| 11/08/2024 | Cover Page | Report |
| 12/11/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
S.F. EHRLICH ASSOCIATES, INC.
State Registrations and Notice Filings
(11/28/2011)
(9/26/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Stanley Fred Ehrlich's CRS (Customer Relationship Summary).
Services Offered by Stanley
- Stan started his financial planning and asset management practice in Clinton
- NJ in 1996. He strives to develop a personal relationship with each of his clients
- and then jointly prepare an investment program that suits both their goals as well as their temperament.
- Stan's undergraduate degree is from Syracuse University in Economics
- and he has a Master of Arts from John Jay College and a Master of Public Administration from New York University. He also completed his doctoral coursework at New York University with a concentration in finance.
- Stan taught for 11 years at Raritan Valley Community College
- and one year as an adjunct at The College of New Jersey (formerly Trenton State College). He also served as a contributing editor and columnist for three Reed Business Communication publications
- writing articles and columns on personal finance. He also wrote a column for fellow advisors in the NAPFA Advisor
- the national publication of the National Association of Personal Financial Advisors
- for approximately ten years.
- Since 1997
- Stan has been a member of The National Association of Personal Financial Advisors (NAPFA)
- one of the nation's leading fee-only financial planning associations. In order to meet NAPFA's stringent continuing education requirements
- he attends NAPFA regional and national conferences as well as educational programs provided by the Institutional Service Group of Charles Schwab. He served for four years on NAPFA's Northeast-MidAtlantic Regional Board of Directors
- to include two years as Treasurer
- and chaired the 2007 Northeast/Mid-Atlantic Regional conference in Hartford
- CT. In addition
- he is a member of the Investments & Wealth Institute
- and attends their educational conferences as well.
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PROTOCOL WEALTH, LLC
LPL FINANCIAL LLC