Stanley D. Stanek

BROOKSTONE WEALTH ADVISORS

Allentown, PA 18106

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CRD#: 6267827

Professional summary

Stanley Daniel Stanek, who also goes by Stan Stanek, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Allentown, Pennsylvania.

Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Stanley has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stan Stanek

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.

1)STANLEY STANEK/STANEK & ASSOCIATES 72 WITMAN DRIVE BREINIGSVILLE PA 18031 CATEGORY: INSURANCE INVESTMENT RELATED: Y TITLE: SOLE PROPRIETOR DUTIES: SELL AND SERVICE ACCIDENT AND HEALTH INSURANCE, DISABILITY, FIXED ANNUITIES, TRADITIONAL FIXED INSURANCE AND PROPERTY & CASUALTY START DATE: 09/2008 HOURS PER MONTH: 30 HOURS PER MONTH DURING TRADING HOURS: 30.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stanley Daniel Stanek'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

September 26, 2023 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 6081 Hamilton Blvd Suite 600, Allentown, PA 18106

RIA

CRD#: 137658

Allentown, PA

Past

September 4, 2020 - February 28, 2022

CENTER STREET ADVISORS, INC.

RIA

CRD#: 169329

Breinigsville, PA

Past

September 4, 2020 - February 28, 2022

CENTER STREET SECURITIES, INC.

CRD#: 26898

NASHVILLE, TN

Past

February 1, 2019 - September 4, 2020

OSAIC FA, INC.

RIA

CRD#: 3978

BRENIGSVILLE, PA

Past

February 1, 2019 - September 4, 2020

OSAIC FA, INC.

CRD#: 3978

BRENIGSVILLE, PA

Past

December 8, 2017 - February 19, 2019

MERCAP ADVISORS, INC.

RIA

CRD#: 170092

PAOLI, PA

Past

December 8, 2017 - February 19, 2019

MERCAP SECURITIES, LLC

CRD#: 156607

ATLANTA, GA

Past

May 12, 2017 - December 8, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ALLENTOWN, PA

Past

March 25, 2017 - December 8, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

ALLENTOWN, PA

Past

December 9, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ALLENTOWN, PA

Past

April 6, 2015 - November 29, 2016

PRUCO SECURITIES, LLC.

CRD#: 5685

SCRANTON, PA

Past

December 10, 2013 - April 2, 2015

LINCOLN INVESTMENT

CRD#: 519

BETHLEHEM, PA

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".

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 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

Pennsylvania
(9/26/2023)

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 65

Date: 10/28/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/13/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/9/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658 / SEC#: 801-67628

RIA

Registered Investment Advisory firm - (3/16/2007 Approved)

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Contact information

Main Address

1745 S Naperville Rd Suite 200, Wheaton, IL 60189

Mailing Address

Phone number

(630) 653-1400

Established

Firm type

Fiscal year end

# of Employees

244

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Stanley D. Stanek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stanley Daniel Stanek's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTER STREET ADVISORS, INC.

CENTER STREET SECURITIES, INC.

OSAIC FA, INC.

OSAIC FA, INC.

MERCAP ADVISORS, INC.

MERCAP SECURITIES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

LINCOLN INVESTMENT

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2016

Series 63

Date: 12/13/2013

SIE

Date: 10/1/2018

Series 6

Date: 12/9/2013

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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