Paul Stanley
Paul Stanley is a registered investment advisor at Quility Financial Advisors, based in Rockledge, FL, with 26 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 329 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quility Financial Advisors charges an annual management fee based on a percentage of the value of your investments. The fee will be no more than 1.95%. You will also be charged an asset-based fee that covers trading costs of 0.10%. The management fee includes the sub-adviser’s management fee, but it does not include brokerage commissions, transaction fees, or other related costs and expenses that are incurred by you. The management fee is negotiable.
Location
1950 Rockledge, Unit 201, Rockledge, FL, 32955
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a managing member and insurance agent at API Partners, LLC, selling life, annuities, and health insurance, dedicating about 10-20% of his time. He is also an investment adviser rep/COO/owner at Solomon API and API Financial Advisors DBA Quility Financial Advisors, spending about a quarter of his time on each. Finally, Paul is the CEO & Managing Partner of Titan Heating & Air LLC, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
Quility Financial Advisors
Solomon Api LLC
Previous Registrations
Wealth Watch Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Kovack Advisors, INC.
Kovack Securities INC.Broker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Money Concepts Capital CORPBroker
Ifg Network Securities, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.