William Howard Stanert

Employer firm

Moondance Investment Advisors, LLC CRD 166171

$34.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2012 → Present
  Moondance Investment Advisors, Llc
  New Hope, PA
• 03/2013 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2012-08-29 → 2012-12-13
  Ubs Financial Services Inc.
  Newtown, PA
• 2009-06-01 → 2010-10-29
  Morgan Stanley
  Doylestown, PA
• 2008-04-18 → 2009-06-01
  Citigroup Global Markets Inc.
  Doylestown, PA
  Doylestown, PA

Other Businesses

1) MOONDANCE INVESTMENT ADVISORS LLC. Investment Related. Located at -247 N. MAIN ST. NEW HOPE, PA 18938. Nature - RIA. Position - OWNER/ PORTFOLIO MANAGER. Start - 12/5/12. 160 HRS/MONTH, 160 hours during trading hours. 2) Wentworth Financial Partners LLC. Investment Related. Located at 80 State Street, Albany, NY 12207. Nature - Insurance. Position - Life Insurance Agent. Start - 10/2021. 1 hour per month during trading hours. Duties - Sales of Fixed/Traditional Insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-05-10
• S63 Uniform Securities Agent State Law Examination
  1980-10-20

Designations

• Certified Financial Planner