Sa Stone Investment Advisors Inc.

Sa Stone Investment Advisors Inc. (CRD# 174182) is a financial advisory firm headquartered in Birmingham, AL. They manage $3,152,670,504 in 11,804 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,153
    MILLION
  • Total Number of Accounts
    11,804
    ACCOUNTS
  • Average Account Value
    $267,085
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV, WY

Financial Advisors at Sa Stone Investment Advisors Inc.
Showing 1 - 10 of 284 top financial advisors.
1
William P. Adamczyk
CRD#: 1014049
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

William Adamczyk (CRD# 1014049) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 22 years of experience in the finance industry. William Adamczyk 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.

2
David W. Allen
CRD#: 1557196
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

David Allen (CRD# 1557196) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 17 years of experience in the finance industry.

3
Michael S. Ames
CRD#: 5893669
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

Michael Ames (CRD# 5893669) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 11 years of experience in the finance industry.

4
Ted W. Baird
CRD#: 848850
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

Ted Baird (CRD# 848850) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 15 years of experience in the finance industry.

5
Peter P. Barber
CRD#: 1266088
201 Williams Avenue, Huntsville, AL 35801

Peter Barber (CRD# 1266088) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Huntsville, AL and has over 38 years of experience in the finance industry.

6
Joseph T. Bared
CRD#: 6853892
336 North Gay Street, Auburn, AL 36830

Joseph Bared (CRD# 6853892) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Auburn, AL and has over 4 years of experience in the finance industry.

7
Thomas J. Barko
CRD#: 4729765
22787 Hwy 98 E-4, Fairhope, AL 36532

Thomas Barko (CRD# 4729765) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Fairhope, AL and has over 18 years of experience in the finance industry.

8
Alan R. Baxter
CRD#: 1022125
54 Westchester Drive, Austintown, OH 44515

Alan Baxter (CRD# 1022125) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Austintown, OH and has over 31 years of experience in the finance industry. Alan Baxter 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.

9
Todd A. Baxter
CRD#: 5336850
54 Westchester Drive, Austintown, OH 44515

Todd Baxter (CRD# 5336850) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Austintown, OH and has over 15 years of experience in the finance industry.

10
Kristyn S. Bayles
CRD#: 2153044
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243

Kristyn Bayles (CRD# 2153044) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 31 years of experience in the finance industry.

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