Paul Conrad Stanley
Investment adviser representative at Api Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$84.7MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Api Financial Advisors, LLCOct 2019 to now
- Solomon ApiMay 2019 to now
- Wealth Watch Advisors, LLCJun 2018 to Oct 2019
- LPL Financial LLCJul 2017 to Jun 2018
- Kovack Advisors, Inc.Mar 2015 to Jul 2017
- Kovack Securities, Inc.Mar 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Api Financial Advisors, LLC
$84.7MAssets managed
227Clients
13Advisers
7 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
- 2912932
- Firm CRD
- 304586