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Employer firm

Stancorp Investment Advisers, Inc. CRD 110228

$34.5B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Stancorp Investment Advisers, Inc.

1100 Sw Sixth Avenue, Portland, OR 97204 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-20
  • FL RA
    APPROVED
    Since 2023-02-20

Branch Locations

1100 Sw Sixth Avenue, Portland, OR 97204 • United States

Clearwater, FL • 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
Transamerica Investors Securities Corporation St. Petersburg FL 05/2016 04/2018
Carillon Tower Advisers St Petersburg FL 04/2018 12/2022
Carillon Fund Distributors St. Petersburg FL 04/2018 12/2022
The Standard Portland OR 01/2023 Present
  • 05/2016 → 04/2018
    Transamerica Investors Securities Corporation
    St. Petersburg, FL
  • 04/2018 → 12/2022
    Carillon Tower Advisers
    St Petersburg, FL
  • 04/2018 → 12/2022
    Carillon Fund Distributors
    St. Petersburg, FL
  • 01/2023 → Present
    The Standard
    Portland, OR
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-15
S63 Uniform Securities Agent State Law Examination 2016-07-01
  • S65 Uniform Investment Adviser Law Examination
    2017-07-15
  • S63 Uniform Securities Agent State Law Examination
    2016-07-01

View on SEC IAPD

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