Stanley Sarli is a registered investment advisor, based in New York, NY, with 26 years of industry experience.
Location
99 Park Avenue, Suite 1910, New York, NY, 10016
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Stanley serves as a trustee for St. Augustine Church, a religious organization, since 2017. He advises the pastor on church activities, dedicating a few hours per week to this role.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
May 2022 - Present · 4 yrs
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs
Steward Partners Investment Advisory, LLC
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
August 2021 - May 2022 · 9 mos
Morgan Stanley
July 2013 - August 2021 · 8 yrs 1 mo
Morgan StanleyBroker
June 2013 - August 2021 · 8 yrs 2 mos
Strategic Advisers, INC.
November 2009 - May 2013 · 3 yrs 6 mos
Fidelity Brokerage Services LLCBroker
May 2006 - May 2013 · 7 yrs
TD Waterhouse Investor Services, INC.Broker
February 2005 - March 2006 · 1 yr 1 mo
American Express Financial Advisors INC.Broker
March 1999 - July 2004 · 5 yrs 4 mos
Ids Life Insurance CompanyBroker
March 1999 - July 2004 · 5 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.