Kristin N Stanley

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 08/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 04/2016 → 08/2024
  Bank Of America, N.A.
  Fort Worth, TX
• 08/2024 → Present
  Raymond James & Associates, Inc.
  Fort Worth, TX

Previous Registrations

• 2016-02-01 → 2024-08-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 2008-01-30 → 2016-02-10
  Ubs Financial Services Inc.
  Fort Worth, TX
  Weehawken, NJ
  Ft. Worth, TX

Other Businesses

I*90476 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: JAMES AND KRISTIN STANLEY INVESTMENT RELATED: N ADDRESS OF BUSINESS: BENBROOK, TEXAS 76126 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OTHER, TENANT START DATE OF RELATIONSHIP: 11/3/2008 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: MY MOTHER IN LAW PASSED AWAY AND WE NOW RENT HER HOUSE OUT. MY HUSBAND AND HIS SISTER SPLIT THE RENT EARNED.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-29

Other Names

• Kristin Stanley