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Paul Stanley

Api Financial Advisors, LLC
26 Years of Experience
Rockledge, FL
Sells Insurance
View SEC Summary
View SEC Summary

Paul Stanley is a registered investment advisor at Api Financial Advisors, LLC, based in Rockledge, FL, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 227 clients with $85M in assets under management.

Api Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
227 clients
Average Client Portfolio
$373K average
Assets Under Management
$84.7M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Management fee is negotiable and no more than 1.95% annually. Clients also pay a 0.10% asset-based fee for trading costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1950 Rockledge, Unit 201, Rockledge, FL, 32955

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Paul is a managing member and insurance agent at API Partners, LLC, selling life, annuities, and health insurance, dedicating about 10-20% of his time. He is also an investment adviser rep/COO/owner at Solomon API and API Financial Advisors DBA Quility Financial Advisors, spending about a quarter of his time on each. Finally, Paul is the CEO & Managing Partner of Titan Heating & Air LLC, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Quility Financial Advisors
October 2019 - Present · 7 yrs
Solomon Api LLC
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wealth Watch Advisors, LLC
June 2018 - November 2019 · 1 yr 5 mos
LPL Financial LLC
July 2017 - September 2018 · 1 yr 2 mos
LPL Financial LLCBroker
July 2017 - September 2018 · 1 yr 2 mos
Kovack Advisors, INC.
March 2015 - August 2017 · 2 yrs 5 mos
Kovack Securities INC.Broker
March 2015 - August 2017 · 2 yrs 5 mos
First Allied Advisory Services, INC.
April 2013 - April 2015 · 2 yrs
First Allied Securities, INC.Broker
April 2013 - March 2015 · 1 yr 11 mos
Next Financial Group, INC.
January 2012 - April 2013 · 1 yr 3 mos
Next Financial Group, INC.Broker
January 2012 - April 2013 · 1 yr 3 mos
Jonathan Roberts Advisory Group, INC.
January 2012 - January 2012 · 0 mos
J.W. Cole Financial, INC.Broker
January 2012 - January 2012 · 0 mos
Jonathan Roberts Advisory Group, INC.
March 2009 - December 2011 · 2 yrs 9 mos
J.W. Cole Financial, INC.Broker
March 2009 - December 2011 · 2 yrs 9 mos
LPL Financial Corporation
September 2001 - March 2009 · 7 yrs 6 mos
LPL Financial CorporationBroker
September 2001 - March 2009 · 7 yrs 6 mos
Money Concepts Capital CORPBroker
April 1999 - September 1999 · 5 mos
Ifg Network Securities, INC.Broker
June 1998 - April 1999 · 10 mos
Metropolitan Life Insurance CompanyBroker
July 1997 - May 1998 · 10 mos
Metlife Securities INC.Broker
July 1997 - May 1998 · 10 mos
State Registrations1 state
FL
Advisor

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.
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