Michael
Stanton

Alpine Private Wealth

CRD#4227834
Investment Advisor
in Santa Rosa Beach, FL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Stanton is a financial advisor based in Santa Rosa Beach, Florida, working with Alpine Private Wealth. Michael has previously held positions at Alpine Investment Management, LLC, Imst Distributors, LLC, and Alpine Private Capital, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Missouri, and Texas. Currently, Michael is part of Alpine Private Wealth, which operates out of Santa Rosa Beach, Florida. The firm has 4 offices and 17 employees. The firm manages assets totaling $978.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Alpine Private Wealth includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6295 Us Highway 98 Suite 300
Santa Rosa Beach, FL 32459

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Alpine Private Wealth Brokerage Details

Total Assets Under Management

$978,478,127

FL Average: $11,469,110,461
Total Number of Employees

17

FL Average: 458
Total Number of Accounts

268

FL Average: 33,415
Average Account Size

$3,651,038

FL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Stanton Work History

2017 - Present (7 years)

Alpine Private Capital, LLC

2014 - 2017 (3 years)

Alpine Investment Management, LLC

2014 - 2023 (9 years)

Imst Distributors, LLC

Disclosures

Please visit the SEC profile of Michael Stanton 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 Alpine Private Wealth

Michael Stanton
Santa Rosa Beach, FL
Brett Rufkahr
Saint Louis, MO
Sean Toohey
Saint Louis, MO
Douglas Dawson
Inlet Beach, FL
Brian Yost
Saint Louis, MO
William Inabnet
Shreveport, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started