Craig Matthew Stanley
Investment adviser representative at The Ascent Group, LLC
19 yearsExperience
1 stateRegistered in
$4.8BFirm assets
5 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
- Seminars and workshops
Experience
19 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Alera Investment AdvisorsJul 2023 to now
- The Ascent Group, LLCJun 2021 to now
- Summit Group 401(k) ConsultingMar 2017 to now
- Ameritas Life Insurance CorpApr 2007 to now
- Summit Group of VirginiaApr 2007 to now
- Triad AdvisorsFeb 2023 to Aug 2024
- Ameritas Investment CorpApr 2007 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (VA).
The Ascent Group, LLC
$4.8BAssets managed
4,292Clients
20Advisers
5 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
- 5325378
- Firm CRD
- 314424