SA

Stanley Alterman

OSAIC ADVISORY SERVICES

Manasquan, NJ

·CRD# 703134·46 years experience

Professional Summary

Stanley Alterman is a registered financial advisor currently at OSAIC ADVISORY SERVICES, LLC located in Manasquan, New Jersey and OSAIC WEALTH, INC. located in Manasquan, New Jersey. Stanley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Stanley has worked at 9 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 1, Series 53, Series 4 and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

46 years in the financial services industry

Current & Past Employments

OSAIC ADVISORY SERVICES, LLC·CRD# 171070

RIA

2329 Hwy 34 Suite 303, Manasquan, NJ 08736

October 12, 2024 - Present

OSAIC WEALTH, INC.·CRD# 23131

RIA

BD

1. 2329 Hwy 34 Suite 303, Manasquan, NJ 087362. 689 Stony Hill Road, Yardley, PA 19067-4422

October 11, 2024 - Present

OSAIC WEALTH, INC.·CRD# 23131

RIA

Scottsdale, AZ

October 11, 2024 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC·CRD# 112697

RIA

Holbrook, NY

February 19, 2004 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.·CRD# 18487

BD

Manasquan, NJ

February 13, 2004 - October 11, 2024

OSAIC WEALTH, INC.·CRD# 23131

BD

Scottsdale, AZ

November 19, 1989 - February 19, 2004

INTEGRATED RESOURCES EQUITY CORPORATION·CRD# 6403

BD

March 2, 1987 - November 19, 1989

INVEST FINANCIAL CORPORATION·CRD# 12984

BD

October 15, 1985 - November 24, 1986

PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471

BD

May 7, 1982 - August 21, 1984

PHILIPS, APPEL & WALDEN, INC.·CRD# 659

BD

November 18, 1980 - April 15, 1982

FORESTERS FINANCIAL SERVICES, INC.·CRD# 305

BD

January 8, 1980 - December 21, 1980

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Current Firm

OA

OSAIC ADVISORY SERVICES, LLC

CRD#: 171070 / SEC#: 801-80075

RIA

Registered Investment Advisory firm - SEC (7/17/2014 Approved)

Contact Information

Main Address

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339

Phone Number

(866) 580-8219

# of Employees

2,180

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

OSAIC ADVISORY SERVICES, LLC ADV PART 2A (8/28/2026)

OSAIC ADVISORY SERVICES, LLC COUNSEL WRAP BROCHURE (8/28/2026)

OSAIC ADVISORY SERVICES, LLC PARTNER WRAP BROCHURE (8/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

50,459

AUM (Assets Under Management)

$15,479,826,382

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/14/2025	Cover Page	Report
12/18/2024	Cover Page	Report
01/24/2024	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. INDEPENDENT INSURANCE AGENT POSITION: agent NATURE: SELL LIFE, HEALTH AND ANNUITIES INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2001 ADDRESS: 689 Stony Hill Road, Yardley PA 19067, United States DESCRIPTION: I receive overrides as agent 2. SEAS SOCIETY FOR THE EDUCATION OF AMERICAN SAILORS POSITION: publicity NATURE: SEAS teaches sailing....SEAS as non profit...my address was added only for Google search purposes. We teach at Brookdale Community College INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 2329 Rt 34, suite 303, Manasquan NJ 08736, United States DESCRIPTION: I post our events on Meetup.com 3. ATLAS BENEFITS CORPORATION POSITION: COMMISSION/OVERRIDES NATURE: INSURANCE AGENCY INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2001 ADDRESS: 2329 Rt 34, MANASQUAN NJ 08736, United States DESCRIPTION: Atlas Benefits once held GA contracts with insurance companies. Now it collects fee for business written many years ago. It also owns real estate specifically my office. 4. GENERAL REFERRAL POSITION: inactive real estate agent NATURE: REAL ESTATE CORPORATION CURRENTLY HOLDING MY REAL ESTATE LICENSE INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2000 ADDRESS: 32 Central Ave, Midland Park NJ 07432, United States DESCRIPTION: I previously I held my inactive real estate license with ARC Real Estate. I received my license in the 90's 5. SUMMIT CONDO ASSOCIATION POSITION: President NATURE: Corporate Condo association INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/10/2015 ADDRESS: 2329 Rt 34, MANASQUAN NJ 08736, United States DESCRIPTION: Working with the condo board to keep the building operational.

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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".

OA

OSAIC ADVISORY SERVICES, LLC

CRD#: 171070 / SEC#: 801-80075

RIA

Registered Investment Advisory firm - SEC (7/17/2014 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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(10/11/2024)

RR

Arizona
(10/11/2024)

RR

Arkansas
(10/11/2024)

RR

California
(10/11/2024)

IAR

California
(10/12/2024)

RR

Colorado
(10/11/2024)

RR

Connecticut
(10/11/2024)

IAR

Connecticut
(10/12/2024)

RR

Delaware
(10/11/2024)

RR

District of Columbia
(10/11/2024)

RR

Florida
(10/11/2024)

IAR

Florida
(3/13/2025)

RR

Georgia
(10/11/2024)

RR

Hawaii
(10/11/2024)

RR

Idaho
(10/11/2024)

RR

Illinois
(10/11/2024)

RR

Indiana
(10/11/2024)

RR

Iowa
(10/11/2024)

RR

Kansas
(10/11/2024)

RR

Kentucky
(10/11/2024)

RR

Louisiana
(10/11/2024)

RR

Maine
(10/11/2024)

RR

Maryland
(10/11/2024)

RR

Massachusetts
(10/11/2024)

IAR

Massachusetts
(2/5/2025)

RR

Michigan
(10/11/2024)

IAR

Michigan
(10/12/2024)

RR

Minnesota
(10/11/2024)

RR

Mississippi
(1/3/2025)

RR

Missouri
(10/11/2024)

RR

Montana
(10/11/2024)

RR

Nevada
(10/11/2024)

RR

New Hampshire
(10/11/2024)

RR

New Jersey
(10/11/2024)

IAR

New Jersey
(10/15/2024)

RR

New Mexico
(10/11/2024)

IAR

New Mexico
(10/14/2024)

RR

New York
(10/11/2024)

IAR

New York
(10/12/2024)

RR

North Carolina
(10/11/2024)

IAR

North Carolina
(10/12/2024)

RR

North Dakota
(1/3/2025)

RR

Ohio
(10/11/2024)

RR

Oklahoma
(10/11/2024)

RR

Oregon
(10/11/2024)

RR

Pennsylvania
(10/11/2024)

IAR

Pennsylvania
(10/12/2024)

RR

Rhode Island
(10/11/2024)

IAR

Rhode Island
(1/29/2025)

RR

South Carolina
(10/11/2024)

IAR

South Carolina
(10/12/2024)

RR

South Dakota
(10/11/2024)

RR

Texas
(10/11/2024)

IAR

Texas
(1/28/2025)

RR

Utah
(10/11/2024)

RR

Vermont
(10/11/2024)

RR

Virgin Islands
(10/11/2024)

RR

Virginia
(10/11/2024)

IAR

Virginia
(10/12/2024)

RR

Washington
(10/11/2024)

RR

West Virginia
(10/11/2024)

RR

Wisconsin
(10/11/2024)

RR

Wyoming
(1/3/2025)

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.Note:This rule does not apply to broker-dealer activity.