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WS

William C. Stanley

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
HONOLULU, HI
Some features on this profile are disabled
CRD#: 5850171
WS

Professional summary

William C Stanley, who also goes by William Cornelius Stanley, William C Stanley, is a registered financial advisor currently at CERITY PARTNERS RETIREMENT PLAN CONSULTANTS located in Honolulu, Hawaii.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Cornelius Stanley | William C Stanley

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William C Stanley'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®
None

Experience

Current

February 25, 2026 - Present

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

RIA
CRD#: 164198
HONOLULU, HI
Past

December 17, 2025 - January 28, 2026

BUCK WEALTH STRATEGIES, LLC

RIA
CRD#: 322138
Honolulu, HI
Past

December 15, 2025 - January 14, 2026

MADISON AVENUE SECURITIES, LLC

BD
CRD#: 23224
Honolulu, HI
Past

May 11, 2022 - December 16, 2025

MORGAN STANLEY

RIA
CRD#: 149777
Honolulu, HI
Past

July 20, 2020 - December 16, 2025

MORGAN STANLEY

BD
CRD#: 149777
Honolulu, HI

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".
CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS

CRD#: 164198 / SEC#: 801-76705

RIA
Registered Investment Advisory firm - (5/29/2012 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
Hawaii
(2/25/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/10/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/20/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/22/2019
Securities Industry Essentials Examination

Current Firm

CP
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
CERITY PARTNERS | RETIREMENT PLAN ADVISORS AN HPM PARTNERS MEMBER FIRM LLC | RETIREMENT PLAN ADVISORS | PENSION ARCHITECTS | CERITY PARTNERS RETIREMENT PLAN CONSULTANTS | CERITY PARTNERS RETIREMENT PLAN ADVISORS LLC | CERITY PARTNERS RETIREMENT PLAN ADVISORS

CRD#: 164198 / SEC#: 801-76705

RIA
Registered Investment Advisory firm - (5/29/2012 Approved)
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Contact information

Main Address
99 Park Avenue 16th Floor, New York, NY 10016
Mailing Address
Phone number
(212) 850-4260
Established
Firm type
Fiscal year end
# of Employees
87

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

RPA ADV PART 2A (9/18/2025)

Regulatory assets under management

Total Number of Accounts622
AUM (Assets Under Management)$ 18,953,321,052

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

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

CRD#: 164198Honolulu, HI

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