Robert Stoner, financial advisor Erie PA
90 score

Robert Stoner

CRD Number: 6106838
Current Firm: Crown Capital Securities, LP

Robert Stoner (CRD# 6106838) is an Investment Advisor Representative working at Crown Capital Securities, LP in Erie, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Jan 2014 - Current 2
Axa Advisors Erie, PA Sep 2012 - Jan 2014 1
Boro Bar Edinboro, PA Aug 2012 - Jan 2014 1
Culberston Hills Golf Course Edinboro, PA Jun 2002 - Jun 2012 10
Stoner Financial Management Erie, PA Jan 2011 - Aug 2011 < 1
Edinboro University Edinboro, PA Aug 2007 - Dec 2010 3
Edinboro University Edinboro, PA Nov 2008 - May 2010 1
First Class Amusement Edinboro Edinboro, PA May 2008 - Aug 2008 < 1
General Mclane Youth Football Edinboro, PA Jul 2002 - Jul 2008 6
Historic Doucette House Edinboro Edinboro, PA Jun 2007 - Aug 2007 < 1
Youngstown State University Youngstown, OH Aug 2006 - May 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Robert W. Stoner
Phone Number: 714-547-9481
Registered State(s):
  • CO
  • PA
By the Numbers
  • Total Assets Under Management
    562
    MILLIONS
  • Total Number of Accounts
    2,871
    ACCOUNTS
  • Average Account Value
    $195,816
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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