Stanton
Shields
Osaic Institutions, Inc
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About this Advisor
Stanton Shields is a financial advisor based in Phoenix, Arizona, working with Osaic Institutions, Inc. Stanton has previously held positions at Window Rock Capital Partners, Evisit, Arizona State University, Bank Of America, N.A, Infinex Investments, Inc, Alerus, and Merrill Lynch, Pierce, Fenner & Smith Inc. Stanton has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Stanton is part of Osaic Institutions, Inc, which operates out of Phoenix, Arizona. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Stanton Shields Work History
Infinex Investments, Inc
Alerus
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Window Rock Capital Partners
Evisit
School (Arizona State University)
Disclosures
Please visit the SEC profile of Stanton Shields to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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