Stanley H. Black

YALE CAPITAL

St. Petersburg, FL 33707

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CRD#: 4757381

Professional summary

Stanley Holland Black, who also goes by Stan Black, is a registered financial advisor currently at YALE CAPITAL CORP. located in St. Petersburg, Florida.

Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Stanley has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stan Black

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.

TUIB, LLC; Not Investment Related; MS; Timber Land; Managing Member; 10/2019; 1 hour per month; 0 hours during trading hours; Timber land for investment and recreational use.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stanley Holland Black'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

February 7, 2014 - Present

YALE CAPITAL CORP.

Office #1: 6475 1st Ave South, St. Petersburg, FL 33707

RIA

CRD#: 126992

St. Petersburg, FL

Past

March 19, 2013 - July 31, 2013

PER STIRLING CAPITAL MANAGEMENT, LLC

RIA

CRD#: 151671

AUSTIN, TX

Past

April 14, 2010 - January 17, 2012

WFG INVESTMENTS, INC.

CRD#: 22704

LAKEWAY, TX

Past

June 26, 2008 - December 31, 2010

J.P. SCOTT & COMPANY, LLC

RIA

CRD#: 147368

AUSTIN, TX

Past

June 24, 2008 - September 10, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

LAKEWAY, TX

Past

April 28, 2004 - June 24, 2008

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

AUSTIN, TX

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".

YALE CAPITAL CORP.

IVY ADVISORS, INC. | YALE CAPITAL CORP. | TEXAS YALE CAPITAL CORP. | IVY ADVISORS, LLC

CRD#: 126992 / SEC#: 801-64116

RIA

Registered Investment Advisory firm - (4/8/2005 Approved)

Florida

Registered Investment Advisory firm - (4/13/2005 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2005 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
(2/7/2014)

IAR

Florida
(2/17/2014)

IAR

Louisiana
(2/10/2014)

IAR

Puerto Rico
(1/8/2015)

IAR

Texas
(2/7/2014)

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 66

Date: 12/15/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/27/2004

General Securities Representative Examination

Current Firm

YALE CAPITAL CORP.

IVY ADVISORS, INC. | YALE CAPITAL CORP. | TEXAS YALE CAPITAL CORP. | IVY ADVISORS, LLC

CRD#: 126992 / SEC#: 801-64116

RIA

Registered Investment Advisory firm - (4/8/2005 Approved)

Florida

Registered Investment Advisory firm - (4/13/2005 Terminated)

Texas

Registered Investment Advisory firm - (4/13/2005 Terminated)

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Contact information

Main Address

6475 1st Ave South, St. Petersburg, FL 33707

Mailing Address

Phone number

(727) 823-0006

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HIGH NET WORTH INDIVIDUALS AND FAMILIES (7/30/2025)

Regulatory assets under management

Total Number of Accounts	112
AUM (Assets Under Management)	$ 4,043,423,072

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/08/2024	Cover Page	Report
09/11/2023	Cover Page	Report
09/20/2022	Cover Page	Report

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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Advisor Monitoring

Firm Stability Insights

Stanley H. Black

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stanley Holland Black's CRS (Customer Relationship Summary).

Certified licenses

Experience

PER STIRLING CAPITAL MANAGEMENT, LLC

WFG INVESTMENTS, INC.

J.P. SCOTT & COMPANY, LLC

MUTUAL SERVICE CORPORATION

GROVE POINT INVESTMENTS, LLC

Primary Firm SEC Registration

YALE CAPITAL CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/15/2010

Series 7

Date: 4/27/2004

Current Firm

YALE CAPITAL CORP.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

YALE CAPITAL CORP.

TRUST BUT VERIFY

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