William Stanley
Investment adviser representative at Cerity Partners Retirement Plan Consultants
10 yearsExperience
1 stateRegistered in
$40.3BFirm assets
14 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cerity Partners Retirement Plan ConsultantsFeb 2026 to now
- Cerity Partners LLCFeb 2026 to now
- E.A. Buck Financial ServicesDec 2025 to Jan 2026
- Morgan StanleyDec 2017 to Dec 2025
- UnemployedSep 2017 to Nov 2017
- Strategic Funding Source, Inc.Feb 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (HI).
Cerity Partners Retirement Plan Consultants
Legal name: Cerity Partners Retirement Plan Advisors LLC
$40.3BAssets managed
850Clients
87Advisers
14 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
- 5850171
- Firm CRD
- 164198