RIA Intelligence

Professional profile

linkedin.com/in/william-stanert-new-hopereportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• M•••••••• I••••••••• A•••••••• L•• former current
  since Dec 5, 2012 · New Hope, Pa
• U•• F•••••••• S••••••• I••• wirehouse
  Aug 29, 2012 to Dec 13, 2012 · Newtown, Pa
• M••••• S•••••• wirehouse
  Jun 1, 2009 to Oct 29, 2010 · Doylestown, Pa
• C•••••••• G••••• M•••••• I••• BD affiliated
  Apr 18, 2008 to Jun 1, 2009 · Doylestown, Pa

• U•• F•••••••• S••••••• I••• to M•••••••• I••••••••• A•••••••• L••
  left Dec 13, 2012, registered Dec 5, 2012 (-8 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
• M••••• S•••••• to U•• F•••••••• S••••••• I•••
  left Oct 29, 2010, registered Aug 29, 2012 (670 days) · Wirehouse to wirehouse
• C•••••••• G••••• M•••••• I••• to M••••• S••••••
  left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Former SEC-registered adviserderived

Years in industry

45derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address