Michael
Stone
Sunstone Advisors, LLC
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About this Advisor
Michael Stone is a financial advisor working out of Irvine, California. Stone currently works for Sunstone Advisors, LLC. During their career, the advisor has held roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Sunstone Advisors, LLC, Sunstone Trust Company, Sunstone Management Inc and Sanford C. Bernstein. Stone has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Sunstone Advisors, LLC is a registered investment firm operating out of Irvine, CA. Sunstone Advisors, LLC provides a few services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and educational seminars. A financial advisor's fee schedules usually depend on which services the firm provides the client. However, fee types charged by Sunstone Advisors, LLC can include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sunstone Advisors, LLC Brokerage Details
12
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Michael Stone Work History
Michael has been registered as a financial advisor for 0 years.*
Sunstone Advisors, LLC
Sunstone Trust Company
Sunstone Management Inc
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Sanford C. Bernstein
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Stone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sunstone Advisors, LLC
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
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