Stanley Daniel Stanek
Investment adviser representative at Sequent Planning, LLC
11 yearsExperience
1 stateRegistered in
$589.5MFirm assets
8 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
11 years in the industry.
- Sequent Planning, LLCJan 2026 to now
- Brookstone Wealth AdvisorsSep 2023 to Dec 2025
- UnemployedMar 2022 to Aug 2023
- Center Street SecuritiesSep 2020 to Feb 2022
- Lincoln Financial AdvisorsJan 2019 to Sep 2020
- Mercap Advisors, Inc.Dec 2017 to Jan 2019
- Mercap Securities, LLCDec 2017 to Jan 2019
- MassmutualNov 2016 to Dec 2017
- Msi Financial SecuritiesNov 2016 to Dec 2017
- Pruco Securities, LLCMar 2015 to Nov 2016
- The Prudential Insurance Company of AmericaMar 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sequent Planning, LLC
$589.5MAssets managed
6,015Clients
99Advisers
8 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
- 6267827
- Firm CRD
- 160381