Ainsley Stone, financial advisor Lone Tree CO
90 score

Ainsley Stone

CRD Number: 5989513
Current Firm: Schwab Private Client Investment Advisory, Inc.

Ainsley Stone (CRD# 5989513) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Uber Denver, CO Sep 2015 - Current 1
Schwab Private Client Investment Advisory, Inc. Lone Tree, CO Nov 2014 - Current 2
Charles Schwab & Company, Inc. Lone Tree, CO Oct 2011 - Current 5
Charles Schwab Bank Lone Tree, CO Sep 2013 - Nov 2014 1
Cherry Creek School District Aurora, CO Jun 2006 - Oct 2013 7
Colorado State University Fort Collins, CO Aug 2009 - May 2011 1
Metro State College Of Denver Denver, CO Aug 2007 - Jun 2008 < 1
Smoky Hill High School Aurora, CO Aug 2003 - Jun 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Ainsley E. Stone
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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