Aaron Stanley has been an investment adviser representative at Vantage Financial Group since May 2009, and is not listed among the firm’s executive officers or direct owners.
Vantage Financial Group, Inc. is a Cleveland, OH firm with $867M under management, 2,521 clients and 22 advisers across 7 offices, as of its March 2026 filing.
Aaron Stanley’s longest registration is the current one, 17 years at Vantage Financial Group since 2009. Before joining Vantage Financial Group in 2009, Aaron Stanley was registered through Walnut Street Securities, Inc.
- Cetera Investment Advisers LLCAlso current– present · 3 yearsPittsburgh, PA · Adviser representative · Firm CRD 105644
- Cetera Advisor Networks LLC– · 9 yearsEl Segundo, CA · Adviser representative · Firm CRD 13572
- – present · 17 yearsCleveland, OH · Adviser representative · Firm CRD 105950
- Walnut Street Securities, Inc.– · 4 yearsPittsburgh, PA · Adviser representative · Firm CRD 15840
Investment adviser representative registrations
Aaron Stanley is registered as an investment adviser representative in Pennsylvania, since May 2009.
- PennsylvaniaSince 11 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 17 April 2009 |
| Series 7 | General Securities Representative Examination | 29 May 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 22 March 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Aaron Howard Stanley
- CRD
- 4893390
- Firm
- Vantage Financial Group · CRD 105950
- Office
- 6200 ROADSIDE ROAD, SUITE 100, Cleveland, OH 44131
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Aaron Stanley work?
Aaron Stanley is an investment adviser representative registered through Vantage Financial Group, Inc. since May 2009, and is not listed among the firm’s executive officers or direct owners.
Is Aaron Stanley a financial advisor?
Yes. Aaron Stanley has a current investment-adviser registration in Pennsylvania, through Vantage Financial Group since May 2009.
How many years of experience does Aaron Stanley have?
Aaron Stanley has 21 years in the financial industry, since March 2005, across 4 adviser firms.
What exams has Aaron Stanley passed?
Aaron Stanley has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2005. FINRA credited Aaron Stanley with the SIE, which began in October 2018.
Where is Aaron Stanley based?
Aaron Stanley’s registered office is in Cleveland, OH.
Is Aaron Stanley registered with FINRA?
Yes. Aaron Stanley has a current broker registration, under CRD 4893390.
Source: FINRA BrokerCheck
How can I verify Aaron Stanley’s record?
Search CRD 4893390 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Aaron Stanley’s full registration record.
