Stanley F. Komperda
STRATEGIC ADVISERS LLC | Financial Consultant
ORLAND PARK, IL
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CRD#: 5534447
Professional summary
Stanley Frank Komperda, who also goes by Stanley F Komperda, Stan F Komperda, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Orland Park, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Oak Brook, Illinois.
Stanley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Stanley has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Biography
I work with families to build, preserve and manage their finances. I tune in to all aspects of a client's balance sheet. I provide guidance on investment strategies for individual clients, based on their particular preferences and investment goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stanley F Komperda | Stan F Komperda
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.
OBA-69043|OrgNmn:Skeptyk Co.|Org Addr:Chicago,Illinois,US|OBA Nature:Real Estate Rehabilitation/ De|Invst Rel:Y|Title:President|Duties:Half owner of my wifes business|StrtDt:02-14-14|TotHrs/mon:1|TrdHrs/mon:0|OBA-109562|OrgNmn:YouTube Channel|Org Addr:Chicago,Illinois,US|OBA Nature:How to Fix and Informational|Invst Rel:N|Title:owner of my youtube channel|Duties:none|StrtDt:04-22-24|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Frank Komperda'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®
NoneEducation
Saint Xavier University
Bachelor of Business Administration - Finance & Marketing
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1415 W 22nd St Oak Brook Reg Twr Stes 100 & 90, Oak Brook, IL 60523-8416RIA
CRD#: 104555
ORLAND PARK, IL
Current
June 7, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Oak Brook Reg Twr 1415 W 22nd St Stes 100 & 900, Oak Brook, IL 60523BD
CRD#: 7784
Oak Brook, IL
Past
June 23, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAK BROOK, IL
Past
October 12, 2021 - May 31, 2022
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
OAK BROOK, IL
Past
August 25, 2021 - May 31, 2022
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
OAK BROOK, IL
Past
October 1, 2012 - December 31, 2013
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NAPERVILLE, IL
Past
June 11, 2008 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
NAPERVILLE, IL
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(7/6/2022)
RR
California(7/6/2022)
RR
Colorado(7/6/2022)
RR
Florida(7/6/2022)
RR
Illinois(6/7/2022)
IAR
Illinois(3/31/2025)
RR
Indiana(7/6/2022)
RR
Iowa(3/2/2024)
RR
Massachusetts(3/25/2023)
RR
Michigan(7/6/2022)
RR
Montana(7/7/2022)
RR
New Jersey(9/9/2022)
RR
New York(7/7/2022)
RR
North Carolina(10/21/2025)
RR
Ohio(6/7/2022)
RR
Oklahoma(12/20/2022)
RR
South Carolina(10/21/2025)
RR
Tennessee(6/7/2022)
RR
Texas(7/6/2022)
IAR
Texas(3/31/2025)
RR
Virginia(9/9/2022)
RR
Wisconsin(7/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/25/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Orland Park, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
