Shawn Stanley is a registered investment advisor, based in Dallas, TX, with 24 years of industry experience.
Location
8235 Douglas Avenue, Suite 1150, Dallas, TX, 75225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn owns 50% of Pawnee Acres aeon LLC, a family farm, but has no responsibilities. He also owns rental property and spends minimal time collecting rent. Shawn dedicates full-time hours to his work as an investment advisor representative with NewEdge Advisors, LLC, doing business as Fortis Wealth Advisors, LLC.
Employment History
Current Registrations
Newedge Advisors
Newedge Securities, LLCBroker
Newedge Securities, LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Neuberger Berman LLC
Neuberger Berman LLCBroker
Sanford C. Bernstein & CO., LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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.