Amy
Stone

Fourthstone LLC

CRD#6478490
Investment Advisor
in Saint Louis, MO

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About this Advisor

Amy Stone is a financial advisor working out of Saint Louis, Missouri who has 6 years of industry experience. Stone is an advisor for Fourthstone LLC. Their career trajectory has included roles at Fourthstone LLC, Bp and Save-A-Lot. Stone maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Missouri. Fourthstone LLC is an advisory company that has its headquarters in Saint Louis, MO. It administers $614 million in assets between its six client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Fourthstone LLC offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fee schedules typically are based on the services offered. Fee types billed by Fourthstone LLC likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

13476 Clayton Road
Saint Louis, MO 63131

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Fourthstone LLC Brokerage Details

Total Assets Under Management

$614,360,245

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

10

MO Average: 458
Total Number of Accounts

6

MO Average: 33,415
Average Account Size

$102,393,374

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Amy Stone Work History

Amy has been registered as a financial advisor for 6 years.*

2015 - Present (9 years)

Fourthstone LLC

2013 - 2015 (2 years)

Bp

2011 - 2013 (2 years)

Save-A-Lot

*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 Amy 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 Fourthstone LLC

Robin Anderson
Saint Louis, MO
Amy Stone
Saint Louis, MO
Louis Stone
Saint Louis, MO
Grant Burtch
Saint Louis, MO
Hans Fredrikson
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

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