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RIA / WealthAdvisorCertified Financial Planner45 years in industry

WILLIAM HOWARD STANERT

Advisor at MOONDANCE INVESTMENT ADVISORS, LLC

NEW HOPE, PA | LOWER SOUTHAMPTON, PA

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Search this name across graphsid dfx:ria:a99b3ee1-1146-7fb3-8680-3a970c8631fd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 18, 2008 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MOONDANCE INVESTMENT ADVISORS, LLC
Current firm class: former SEC adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 20, 1980earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Oct 20, 1980
First registration: Apr 18, 2008
Dual registered: no
IAPD individual key: 716136

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MOONDANCE INVESTMENT ADVISORS, LLC	Former SEC adviser	Dec 5, 2012	n/a	yes	NEW HOPE, PA\|LOWER SOUTHAMPTON, PA	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Aug 29, 2012	Dec 13, 2012	no	NEWTOWN, PA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 29, 2010	no	DOYLESTOWN, PA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Apr 18, 2008	Jun 1, 2009	no	DOYLESTOWN, PA\|DOYLESTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UBS FINANCIAL SERVICES INC.	MOONDANCE INVESTMENT ADVISORS, LLC	Dec 13, 2012	Dec 5, 2012	-8	Firm change	Wirehouse to new firm
MORGAN STANLEY	UBS FINANCIAL SERVICES INC.	Oct 29, 2010	Aug 29, 2012	670	Firm change after gap	Wirehouse to wirehouse
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Relationships

Registered with (4)

→ MOONDANCE INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
Dec 5, 2012 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Aug 29, 2012 to Dec 13, 2012factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 29, 2010factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Apr 18, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.