Stanley Alpert
Stanley Alpert is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 48 years of industry experience. Stanley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Boca Raton, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2001Customer Dispute
November 1991Other Business Activities
Stanley is on the investment committee for Milburn-Short Hills Volunteer First Aid Squad Inc, attending meetings twice a year. He is also an investment committee member for Temple Sharey Tefilo-Israel, dedicating minimal time each month to reviewing investment performance.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations35 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.
Exams
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