Stanley Starr (CRD# 1391920) is an Investment Advisor Representative working at Trust Advisory Group Ltd in Lancaster, MA and has over 38 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Starr Investment Services Inc. | Lancaster, MA | Nov 1997 - Current | 26 |
| Ages Financial Services, Ltd. | Woburn, MA | Apr 1995 - Current | 29 |
| Trust Advisory Group Ltd | Woburn, MA | Apr 1995 - Current | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1985 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- ME
- MA
- SC
- UT
- VT
- VA
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Total Assets Under Management560MILLIONS
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Total Number of Accounts2,056ACCOUNTS
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Average Account Value$272,554
- A percentage of assets under your management
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AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA
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