Eric Stone, financial advisor Middletown DE

Eric Stone

CRD Number: 4923954
Current Firm: Ect Advisory, LLC

Eric Stone (CRD# 4923954) is an Investment Advisor Representative working at Ect Advisory, LLC in Middletown, DE and has over 16 years of experience in the finance industry. Eric Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ect Financial Clermont, FL Dec 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Eric P. Stone
Phone Number: 407-948-1771
Registered State(s):
  • FL
  • KS
Current Firm Details
Ect Advisory, LLC
Firm's CRD Number: 169117
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $441,683
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

DE, FL, KS

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