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Stanley Dean Royer

Claris Advisors, LLC

St. Louis, MO

CRD 2575040

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Employer firm

Claris Advisors, LLC CRD 117734

$911M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Claris Advisors, Llc

800 Market Street Suite 500, St. Louis, MO 63101-2501 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2012-06-28
MO RA APPROVED 2007-06-18
  • TX RA
    APPROVED_RES
    Since 2012-06-28
  • MO RA
    APPROVED
    Since 2007-06-18

Branch Locations

800 Market Street Suite 500, St. Louis, MO 63101-2501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Claris Advisors, Llc (Formerly Amd Financial Services Llc) St Louis MO 04/1999 Present
  • 04/1999 → Present
    Claris Advisors, Llc (Formerly Amd Financial Services Llc)
    St Louis, MO
Previous Registrations
Other Businesses

BROKERAGE UNLIMITED, INC - INSURANCE BROKERAGE UNUM INSURANCE - AGENT STANDARD INSURANCE - AGENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-12
S63 Uniform Securities Agent State Law Examination 1995-02-27
  • S65 Uniform Investment Adviser Law Examination
    1999-05-12
  • S63 Uniform Securities Agent State Law Examination
    1995-02-27
Other Names
  • Stan Dean Royer

View on SEC IAPD

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