Stanley Retz
Stanley Retz is a registered investment advisor at Cetera Investment Advisers LLC, based in Mims, FL, with 28 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Mims, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stanley is involved in numerous business activities, including being a stockholder and officer of IT Fitz Homes, Inc., co-managing member of Retz Baker Real Estate Holdings, LLC, owner of EAG, PA, CPAs, and broker for Stanley E. Retz, PA. He also owns Retz Financial, Inc., which provides financial and insurance services, taking about 10-20% of Stanley's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Hochman & Baker Securities, INC.Broker
State Registrations4 states
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