SB
SB

Stanley Black

15 Years of Experience

Stanley Black is a registered investment advisor at Yale Capital CORP., based in St. Petersburg, FL, with 15 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 112 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
112 clients
Average Client Portfolio
$36.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Yale Capital Corp. charges a percentage of the value of your portfolio. The exact percentage is negotiable and depends on the amount of work and attention needed to manage your account. The fee ranges from 0% to 1.5% per year.

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Location

6475 1st Ave South, St. Petersburg, FL, 33707

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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 Activities

Stanley is a managing member of TUIB, LLC, a timber land investment and recreational use company, since 2019. He dedicates minimal time to this activity.

Employment History
Current Registrations
Yale Capital CORP.
February 2014 - Present · 12 yrs 2 mos
Previous Registrations
Per Stirling Capital Management, LLC
March 2013 - July 2013 · 4 mos
J.P. Scott & Company, LLC
June 2008 - December 2010 · 2 yrs 6 mos
State Registrations4 states
CAFLLATX
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.