DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Stanley Daniel Stanek
Feed of 09/14/2026
Also filed as Stan Stanek
At current firm
0 y
since Feb 11, 2026
In the industry
12 y
since Dec 13, 2013 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Sequent Planning, LLC independent RIA currentsince Feb 11, 2026 · Breinigsville, Pa
- Brookstone Wealth Advisors, LLC no RAUMSep 26, 2023 to Dec 2, 2025 · Wheaton, Il
- Center Street Advisors, Inc. formerSep 4, 2020 to Feb 28, 2022 · Breinigsville, Pa
- Osaic Fa, Inc. formerFeb 1, 2019 to Sep 4, 2020 · Breinigsville, Pa
- Mercap Advisors, Inc. formerDec 8, 2017 to Feb 19, 2019 · Atlanta, Ga
- MML Investors Services, LLC BD affiliatedMay 12, 2017 to Dec 8, 2017 · Allentown, Pa
Moves
a registration end followed by a registration begin elsewhere
- Brookstone Wealth Advisors, LLC to Sequent Planning, LLCleft Dec 2, 2025, registered Feb 11, 2026 (71 days) · Other
- Center Street Advisors, Inc. to Brookstone Wealth Advisors, LLCleft Feb 28, 2022, registered Sep 26, 2023 (575 days) · Other
- Osaic Fa, Inc. to Center Street Advisors, Inc.left Sep 4, 2020, registered Sep 4, 2020 (0 days) · Affiliated broker-dealer or bank to independent RIA
- Mercap Advisors, Inc. to Osaic Fa, Inc.left Feb 19, 2019, registered Feb 1, 2019 (-18 days) · Other
- MML Investors Services, LLC to Mercap Advisors, Inc.left Dec 8, 2017, registered Dec 8, 2017 (0 days) · Other
Signals
- Stanley Daniel Stanek left Brookstone Wealth Advisors, Llc for Sequent Planning, Llc (registered 2026-02-11)Dec 2, 2025 · Advisor changed firm · fact
- Stanley Daniel Stanek left Center Street Advisors, Inc. for Brookstone Wealth Advisors, Llc (registered 2023-09-26)Feb 28, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address