Cedarstone Advisors

Cedarstone Advisors (CRD# 172653) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $150,534,821 in 184 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3125 Old Conejo Road, Unit 7, Thousand Oaks, CA 91320
https://www.cedarstoneadvisors.com
By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $818,124
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Cedarstone Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Steve Coker, financial advisor Thousand Oaks CA
Steve H. Coker
CRD#: 5326715
3125 Old Conejo Road, Unit 7, Thousand Oaks, CA 91320

Steve Coker (CRD# 5326715) is an Investment Advisor Representative working at Cedarstone Advisors in Thousand Oaks, CA and has over 16 years of experience in the finance industry.

2
Sunil Lad, financial advisor Thousand Oaks CA
Sunil P. Lad
CRD#: 7792554
3125 Old Conejo Road, Unit 7, Thousand Oaks, CA 91320

Sunil Lad (CRD# 7792554) is an Investment Advisor Representative working at Cedarstone Advisors in Thousand Oaks, CA and has over 2 years of experience in the finance industry.

3
Carole Meitler, financial advisor Thousand Oaks CA
Carole L. Meitler
CRD#: 7274813
3125 Old Conejo Road, Unit 7, Thousand Oaks, CA 91320

Carole Meitler (CRD# 7274813) is an Investment Advisor Representative working at Cedarstone Advisors in Thousand Oaks, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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