Garrett F. Stanley

STANLEY WEALTH PARTNERS

Baton Rouge, LA

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CRD#: 6753010

Professional summary

Garrett Frost Stanley, CPWA®, who also goes by Garrett Stanley, is a registered financial advisor currently at STANLEY WEALTH PARTNERS located in Baton Rouge, Louisiana.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Garrett has worked at 3 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Garrett 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.

Employee, Chief Operating Officer - Hoplite Consulting - Indianapolis, IN - 40 hr/wk since 10/2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Frost 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®

CPWA^®

Certified Private Wealth Advisor

Start date: 2022-05-09

Expire date: 2024-04-30

Experience

Current

February 13, 2020 - Present

STANLEY WEALTH PARTNERS

RIA

CRD#: 304720

Baton Rouge, LA

Past

March 25, 2017 - April 19, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

BATON ROUGE, LA

Past

February 18, 2017 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BATON ROUGE, LA

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

Louisiana
(2/13/2020)

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: 4/5/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/18/2017

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STANLEY WEALTH PARTNERS

ARDENT FINANCIAL ADVISORS | STANLEY WEALTH PARTNERS | ARDENT FINANCIAL ADVISORS LLC

CRD#: 304720 / SEC#:

Louisiana

Registered Investment Advisory firm - (2/13/2020 Approved)

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Contact information

Main Address

Las Vegas, NV

Mailing Address

1887 Whitney Mesa Dr #8015, Henderson, NV 89014

Phone number

(985) 687-5137

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Garrett F. Stanley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Frost Stanley's CRS (Customer Relationship Summary).

Certified licenses

Experience

STANLEY WEALTH PARTNERS

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2019

SIE

Date: 4/19/2018

Series 6

Date: 2/18/2017

Current Firm

STANLEY WEALTH PARTNERS

Contact information

Documents

Red Flags

Company Information

STANLEY WEALTH PARTNERS

TRUST BUT VERIFY

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