David Stanley has been an investment adviser representative at Aegis Wealth Management since April 2021, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
Investment adviser representative registrations
David Stanley is registered as an investment adviser representative in 2 states. The first approvals date from April 2021; the most recent is New Jersey, in April 2026.
- MichiganSince 9 April 2021
- New JerseySince 29 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David William Stanley
- CRD
- 7286526
- Firm
- Aegis Wealth Management · CRD 301990
- Registration
- Investment adviser registration
- In the industry since
- April 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does David Stanley work?
David Stanley is an investment adviser representative registered through Aegis Wealth Management, Inc. since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is David Stanley a financial advisor?
Yes. David Stanley has a current investment-adviser registration in Michigan and New Jersey, through Aegis Wealth Management since April 2021.
How many years of experience does David Stanley have?
David Stanley has 5 years in the financial industry, since April 2021, across 1 adviser firm.
What exams has David Stanley passed?
David Stanley passed the Series 65 in August 2020.
Is David Stanley registered with FINRA?
No. David Stanley has no current broker registration.
How can I verify David Stanley’s record?
Search CRD 7286526 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Stanley’s full registration record.
