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Stanley J Cerlanek

Edward Jones

Oswego, NY

CRD 5314231

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-28
NY RA APPROVED 2023-11-02
  • TX RA
    APPROVED
    Since 2023-11-28
  • NY RA
    APPROVED
    Since 2023-11-02

Branch Locations

106 West Second Street, Oswego, NY 13126 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Solvay Bank Syracuse NY 01/2014 10/2023
Edward Jones St Louis MO 10/2023 Present
  • 01/2014 → 10/2023
    Solvay Bank
    Syracuse, NY
  • 10/2023 → Present
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-31
S63 Uniform Securities Agent State Law Examination 2007-08-02
  • S66 Uniform Combined State Law Examination
    2023-10-31
  • S63 Uniform Securities Agent State Law Examination
    2007-08-02
Other Names
  • Stanley J. Cerlanek
  • Stanley John Cerlanek

View on SEC IAPD

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