PS
PS
Paul Stanislau
40 Years of Experience
Stuart, FL
3 DisclosuresBroker
Paul Stanislau is a registered investment advisor at Raymond James & Associates, INC., based in Stuart, FL, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...
Location
309 S.E. Osceola Street, Suite 300, Stuart, FL, 34994
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2024Denied
Customer Dispute
February 2008Settled
Customer Dispute
January 2005Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
May 2023 - Present · 3 yrs
Raymond James & Associates, INC.Broker
May 2023 - Present · 3 yrs
Previous Registrations
UBS Financial Services INC.Broker
July 2011 - May 2023 · 11 yrs 10 mos
UBS Financial Services INC.
July 2011 - May 2023 · 11 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - July 2011 · 2 yrs 1 mo
Morgan Stanley Smith Barney LLC
June 2009 - July 2011 · 2 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 2005 - April 2007 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
April 1988 - April 2007 · 19 yrs
Prudential-Bache Securities INC.Broker
June 1985 - April 1988 · 2 yrs 10 mos
State Registrations16 states
CACTFLILINKYMAMDMIMONCNHNJNYTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.