Christian Stone, financial advisor Quincy MA
96 score

Christian Stone

CRD Number: 4621534
Current Firm: Prw Wealth Management LLC

Christian Stone (CRD# 4621534) is an Investment Advisor Representative working at Prw Wealth Management LLC in Quincy, MA and has over 15 years of experience in the finance industry. Christian 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
Lion Street Financial, LLC Austin, TX Nov 2016 - Current 1
Prw Wealth Management, LLC Quincy, MA Nov 2016 - Current 1
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Nov 2016 < 1
Kestra Advisory Services, LLC Austin, TX Apr 2016 - Nov 2016 < 1
Nfp Securities, Inc. Austin, TX Jul 2014 - Apr 2016 1
Morgan Stanley Boston, MA Sep 2013 - Jul 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Oct 2009 - Sep 2013 3
Bank Of America, N.a. Boston, MA Jul 2005 - Sep 2013 8
Banc Of America Investment Services, Inc. Boston, MA Jul 2005 - Oct 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Christian C. Stone
Phone Number: (617) 745-0900
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    311
    MILLIONS
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $736,761
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

FL, MA, NH, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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