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Stan Sklenar

41 Years of Experience
Menlo Park, CA
Broker

Stan Sklenar is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Stan is co-authoring a book on investment management through Larstan Publishing, dedicating minimal time to the activity. He receives residuals from book sales.

Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
May 2010 - Present · 16 yrs
Previous Registrations
UBS Financial Services INC.Broker
August 2006 - June 2010 · 3 yrs 10 mos
UBS Financial Services INC.
August 2006 - June 2010 · 3 yrs 10 mos
Piper Jaffray & CO.Broker
October 2005 - August 2006 · 10 mos
Piper Jaffray & CO.
October 2005 - August 2006 · 10 mos
Wachovia Securities, LLC
July 2003 - October 2005 · 2 yrs 3 mos
Wachovia Securities, LLCBroker
July 2003 - October 2005 · 2 yrs 3 mos
Prudential Securities Incorporated
July 1997 - July 2003 · 6 yrs
Prudential Securities IncorporatedBroker
October 1990 - July 2003 · 12 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1984 - October 1990 · 6 yrs 5 mos
State Registrations19 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.