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ChFC
WS
ChFC

William G Stanley

Stanley-Laman Group LTD.
45 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness Owners
Stanley-Laman Group LTD.
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
308 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$979.3M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $15.0M1.00%
$15.0M - $30.0M0.85%
$30M+0.70%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

1235 Westlakes Drive, Suite 295, Berwyn, PA, 19312

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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
Stanley Laman Group Securities, LLCBroker
August 2003 - Present · 22 yrs 6 mos
Stanley-Laman Group LTD.
May 1994 - Present · 31 yrs 9 mos
Previous Registrations
Sel Capital Management, LLC
August 2001 - March 2006 · 4 yrs 7 mos
Rampart Financial Services, INC.Broker
January 2000 - February 2004 · 4 yrs 1 mo
Park Avenue Securities LLCBroker
May 1999 - January 2000 · 8 mos
Guardian Investor Services CorporationBroker
March 1993 - May 1999 · 6 yrs 2 mos
Royal Alliance Associates, INC.Broker
April 1992 - November 1992 · 7 mos
Capital Analysts, IncorporatedBroker
May 1980 - April 1992 · 11 yrs 11 mos
State Registrations12 states
CACTDEFLGAMAMDNJNYPARIVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.