Michael Stone, financial advisor Palmetto Bay FL

Michael Stone

CRD Number: 4256504
Current Firm: Gwn Securities Inc.

Michael Stone (CRD# 4256504) is an Investment Advisor Representative working at Gwn Securities Inc. in Palmetto Bay, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Gwn Securities, Inc. Palm Beach Gardens, FL Mar 2018 - Current 2
The Stone Group Palmetto Bay, FL Sep 2013 - Current 7
Mml Investors Services Miami, FL Apr 2013 - Mar 2018 4
Century Risk Advisors Coral Gables, FL Jun 2015 - Jun 2017 2
Mass Mutual Miami, FL Feb 2013 - Feb 2016 3
New England Financial Miami, FL Jan 2012 - Apr 2013 1
Swingsomewhere LLC Coconut Grove, FL Jul 2005 - Apr 2013 7
Guardian Life Insurance Comany New York, NY Jan 1999 - Jan 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2012
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Michael A. Stone
Phone Number: 561-472-2700
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,287
    MILLIONS
  • Total Number of Accounts
    50,339
    ACCOUNTS
  • Average Account Value
    $45,423
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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