Brian Stone, financial advisor Troy MI
83 score

Brian Stone

CRD Number: 4504731
Current Firm: Polaris Greystone Financial Group, LLC

Brian Stone (CRD# 4504731) is an Investment Advisor Representative working at Polaris Greystone Financial Group, LLC in Troy, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Greystone Financial Group Troy, MI Aug 2013 - Current 3
The Rio Group Plymouth, MI Aug 2012 - Aug 2013 1
Key Investment Services Ypsilanti, MI Feb 2009 - Aug 2012 3
Chase Investment Services Corp. Dearborn, MI Feb 2007 - Feb 2009 2
Axa Advisors Detroit, MI Feb 2002 - Feb 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brian A. Stone
Phone Number: 415-263-5600
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    976
    MILLIONS
  • Total Number of Accounts
    2,842
    ACCOUNTS
  • Average Account Value
    $343,255
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AZ, CA, CO, DE, FL, HI, ID, IL, MI, MT, NC, NH, NV, OH, OR, TX, UT, WA

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BADGES
83

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