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Stanley Dean Royer

Investment adviser representative at Claris Advisors, LLC
27 yearsExperience
2 statesRegistered in
$911.1MFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

27 years in the industry.

  1. Claris Advisors, LLCJun 2007 to now
  2. Claris Advisors, LLC (formerly Amd Financial Services LLC)Apr 1999 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (MO, TX).

Claris Advisors, LLC

$911.1MAssets managed
331Clients
4Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2575040
Firm CRD
117734
Advisor's SEC record (opens in a new tab)
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