Stanley Alterman
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 Morrisville, Pennsylvania.
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 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stanley Alterman's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 12, 2024 - Present
OSAIC ADVISORY SERVICES, LLC
Office #1: 2329 Hwy 34 Suite 303, Manasquan, NJ 08736October 11, 2024 - Present
OSAIC WEALTH, INC.
Office #2: 2329 Hwy 34 Suite 303, Manasquan, NJ 08736October 11, 2024 - October 11, 2024
OSAIC WEALTH, INC.
February 19, 2004 - October 11, 2024
AMERICAN PORTFOLIOS ADVISORS, INC
February 13, 2004 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
November 19, 1989 - February 19, 2004
OSAIC WEALTH, INC.
March 2, 1987 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
October 15, 1985 - November 24, 1986
INVEST FINANCIAL CORPORATION
May 7, 1982 - August 21, 1984
PRUDENTIAL EQUITY GROUP, LLC
November 18, 1980 - April 15, 1982
PHILIPS, APPEL & WALDEN, INC.
January 8, 1980 - December 21, 1980
FORESTERS FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
OSAIC ADVISORY SERVICES, LLC
CRD#: 171070 / SEC#: 801-80075
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 1
Date: 12/27/1979
Registered Representative ExaminationFINRA
Current Firm
OSAIC ADVISORY SERVICES, LLC
CRD#: 171070 / SEC#: 801-80075
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 47,032 |
| AUM (Assets Under Management) | $ 12,469,688,882 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/18/2024 | ||
| 01/24/2024 | ||
| 12/21/2022 |
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
OSAIC ADVISORY SERVICES, LLC
CRD#: 171070Manasquan, NJ 08736TRUST BUT VERIFY
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