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Managing Member / IAR / CCO · API Financial Advisors, LLC

Paul C. Stanley

CRD 2912932 · Named on Form ADV at 2 SEC-registered advisers

At a glance

API Financial Advisors, LLC, an SEC-registered wealth manager based in Rockledge, FL with $85 million in regulatory assets, lists Paul C. Stanley on its Form ADV as Managing Member / IAR / CCO, a control person. The SEC filings also name Paul at 1 other registered adviser.

Firms and roles

  • API Financial Advisors, LLCManaging Member / IAR / CCOWealth manager · Rockledge, FL · $85M in regulatory assets
  • Solomon API LLCManaging Partner/chief Compliance Officer/iarAsset manager · Rockledge, FL · $389M in regulatory assets

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.