A complete list of active advisors currently associated with Stone Securities Inc.

Warmer can help you find a great advisor at Stone Securities Inc. or one who fits your needs even better.

Stone Securities, Inc. provides asset management and portfolio management services to individuals, trusts, estates and small corporations, managing roughly $72.5 million across about 103 household accounts. The firm serves both high-net-worth and non‑HNW individual clients and offers both discretionary and non‑discretionary advisory arrangements. Its investment process blends fundamental analysis, technical/charting methods and a CAN SLIM stock‑picking methodology, with an active approach that emphasizes disciplined profit‑taking and loss‑cutting; accounts are generally reviewed at least monthly and monitored daily for trade candidates. Stone Securities charges asset‑based advisory fees and executes client transactions through brokerage relationships while permitting clients to use other brokers or custodians. A noteworthy feature relative to peers is that multiple advisory personnel also act as registered representatives of Leigh Baldwin & Co., LLC and effect securities transactions through that broker‑dealer, with written disclosures and stated controls to mitigate conflicts. The firm also identifies National Financial Services as a qualified custodian for client statements and describes operational practices such as direct fee deductions and the ability to accept client‑authorized standing letters of authorization.

To learn more about the advisors currently working at Stone Securities Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.