Best Investors Account Sign in
Inactive

William Stanley

Cerity Partners Retirement Plan Consultants

New York, NY

Honolulu, HI

Claim This Profile
Current Employers
Cerity Partners Retirement Plan Consultants

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-02-25
  • HI RA
    APPROVED
    Since 2026-02-25

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Honolulu, HI • 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
Morgan Stanley Honolulu HI 12/2017 12/2025
Unemployed Honolulu HI 09/2017 11/2017
Strategic Funding Source, Inc. New York NY 02/2016 08/2017
E.A. Buck Financial Services Honolulu HI 12/2025 01/2026
Cerity Partners Llc New York NY 02/2026 Present
  • 12/2017 → 12/2025
    Morgan Stanley
    Honolulu, HI
  • 09/2017 → 11/2017
    Unemployed
    Honolulu, HI
  • 02/2016 → 08/2017
    Strategic Funding Source, Inc.
    New York, NY
  • 12/2025 → 01/2026
    E.A. Buck Financial Services
    Honolulu, HI
  • 02/2026 → Present
    Cerity Partners Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-10
  • S66 Uniform Combined State Law Examination
    2022-05-10
Other Names
  • William Cornelius Stanley
  • William C Stanley

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor