Brooke T. Stanford
Professional summary
Brooke Taylor Stanford, who also goes by Brooke Stanford, Brooke T Stanford, is a registered financial advisor currently at STANFORD WEALTH PLANNING LLC located in North Palm Beach, Florida.
Brooke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brooke has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brooke Taylor Stanford's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 22, 2026 - Present
STANFORD WEALTH PLANNING LLC
October 17, 2023 - November 3, 2025
NEWEDGE ADVISORS
June 16, 2022 - October 16, 2023
FORVIS MAZARS WEALTH ADVISORS, LLC
June 10, 2021 - August 24, 2022
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC
December 26, 2019 - June 3, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 13, 2019 - June 3, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 20, 2018 - May 9, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/22/2026)
Exams
Series 7TO
Date: 11/29/2019
General Securities Representative ExaminationCurrent Firm
STANFORD WEALTH PLANNING LLC
CRD#: 339724 / SEC#:
Contact information
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