MS
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Matthew Stanley

14 Years of Experience
Tampa, FL
Broker

Matthew Stanley is a registered investment advisor, based in Tampa, FL, with 14 years of industry experience.

Location

3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607

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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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Employment History
Current Registrations
Independent Financial Partners
May 2024 - Present · 2 yrs 2 mos
Ifp Securities, LLC
May 2024 - Present · 2 yrs 2 mos
Ifp Securities, LLCBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Grove Point Advisors, LLC
April 2021 - May 2024 · 3 yrs 1 mo
H. Beck, INC.
January 2012 - April 2021 · 9 yrs 3 mos
Grove Point Investments, LLCBroker
October 2011 - May 2024 · 12 yrs 7 mos
State Registrations10 states
COFLNCNJNYOHPATXVAWV
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.
Matthew Stanley - Financial Advisor | TrueAdvisor