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Adam Everett Stanley

Aspiriant, LLC

Los Angeles, CA

New York, NY

CRD 5791752

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Employer firm

Aspiriant, LLC CRD 146720

$18.0B regulatory AUM 24 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Aspiriant, Llc

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-29
TX RA APPROVED_RES 2014-01-13
  • NY RA
    APPROVED
    Since 2021-03-29
  • TX RA
    APPROVED_RES
    Since 2014-01-13

Branch Locations

11100 Santa Monica Blvd Suite 500, Los Angeles, CA 90025 • United States

350 5Th Avenue Suite 3110, New York, NY 10118 • 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
Aspiriant Llc New York NY 06/2012 12/2017
Aspiriant Llc New York NY 01/2018 01/2019
Aspiriant Llc New York NY 02/2019 Present
Previous Registrations
  • 2010-05-19 → 2010-10-08
    Deloitte Investment Advisors Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-12
  • S65 Uniform Investment Adviser Law Examination
    2010-05-12
Designations
  • Certified Financial Planner
Other Names
  • Adam Stanley

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

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