David William Stanley
Investment adviser representative at Aegis Wealth Management, Inc.
12 yearsExperience
2 statesRegistered in
$216.5MFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Aegis Wealth Management, Inc.Apr 2021 to now
- Integrity Financial Service, LLCMar 2020 to now
- 1-800-hansons Roofing, Siding and WindowsJun 2019 to Mar 2020
- Metal Masters ConstructionMay 2018 to Jun 2019
- On the Border Mexican GrillApr 2017 to Apr 2018
- Grand Valley State UniversityAug 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MI, NJ).
Aegis Wealth Management, Inc.
$216.5MAssets managed
2,350Clients
23Advisers
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
- 7286526
- Firm CRD
- 301990