Stanley Warner is a registered investment advisor, based in Fulton, NY, with 21 years of industry experience.
Location
1001 South First Street, Office No. 5, Fulton, NY, 13069
Get directionsHistory
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 several business activities, including selling equity indexed annuities through Avantax Insurance Agency LLC, owning multiple real estate partnerships, operating a CPA and tax preparation business, and serving as a board member for MMI Prep School. He also has ownership stakes in a CrossFit gym, an airport hangar rental business, a deli/convenience store, and works as a Financial Advisor with Avantax Planning Partners, dedicating about a quarter of his time to this role.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations34 states
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.