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Craig Matthew Stanley

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

5029 Corporate Woods Drive, Suite 200, Virginia Beach, VA, 23462

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Craig is a lead partner at Alera Group, Inc. and Summit Group of Virginia, and an investment advisor representative at The Ascent Group, LLC, dedicating full-time hours to these activities. He also sells fixed insurance products as an agent, spending about 10-20% of his time on this.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Alera Investment Advisors, LLC
July 2023 - Present · 2 yrs 7 mos
The Ascent Group, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
February 2023 - August 2024 · 1 yr 6 mos
Ameritas Advisory Services
May 2008 - June 2021 · 13 yrs 1 mo
Ameritas Investment Company, LLCBroker
June 2007 - January 2023 · 15 yrs 7 mos
State Registrations8 states
CAFLINKSMONCSCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.