Michael Stanton (CRD# 4227834) is an Investment Advisor Representative working at Alpine Private Wealth in Santa Rosa Beach, FL and has over 23 years of experience in the finance industry. Michael Stanton 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.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alpine Private Capital, LLC | Santa Rosa Beach, FL | Jan 2017 - Current | 7 |
| Imst Distributors, LLC | Jupiter, FL | Dec 2014 - Dec 2023 | 9 |
| Alpine Investment Management, LLC | St. Louis, MO | Jun 2014 - Jan 2017 | 2 |
| J.p. Morgan Securities LLC | St Louis, MO | Oct 2010 - Jun 2014 | 3 |
| Jpmorgan Chase Bank | St Louis, MO | Oct 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- FL
- MO
- TX
-
Total Assets Under Management978MILLIONS
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$3,651,038
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, LA, MO, NC, NY, RI, TN, TX
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