Sa Stone Investment Advisors Inc.

Sa Stone Investment Advisors Inc. (CRD# 174182) is a financial advisory firm headquartered in Birmingham, AL. They manage $1,229,828,339 in 6,253 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,230
    MILLION
  • Total Number of Accounts
    6,253
    ACCOUNTS
  • Average Account Value
    $196,678
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)
  • Market timing services
  • 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Sa Stone Investment Advisors Inc.
Showing 1 - 10 of 253 top financial advisors.
1
William P. Adamczyk
CRD#: 1014049
2 Perimeter Park South, Suite 500 West, Birmingham, AL 35243
96
Wealthminder
score

William Adamczyk (CRD# 1014049) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Birmingham, AL and has over 18 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
Richard C. Bousum
CRD#: 713058
Avon, IN
96
Wealthminder
score

Richard Bousum (CRD# 713058) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Avon, IN and has over 37 years of experience in the finance industry. Richard Bousum 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.

3
Scott C. Butler
CRD#: 1398087
25 E. Center Street, Suite 1, Nazareth, PA 18064
96
Wealthminder
score

Scott Butler (CRD# 1398087) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Nazareth, PA and has over 32 years of experience in the finance industry. Scott Butler 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.

4
Eric S. Dorman
CRD#: 2192987
4155 Independence Drive, Suite 1, Schnecksville, PA 18078
96
Wealthminder
score

Eric Dorman (CRD# 2192987) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Schnecksville, PA and has over 26 years of experience in the finance industry. Eric Dorman 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.

5
Richard J. Goglia
CRD#: 2736021
New Orleans, LA
96
Wealthminder
score

Richard Goglia (CRD# 2736021) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in New Orleans, LA and has over 22 years of experience in the finance industry.

6
Katherine A. Hale
CRD#: 4609523
2500 Northside Crossing, Suite B, Macon, GA 31210
96
Wealthminder
score

Katherine Hale (CRD# 4609523) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Macon, GA and has over 15 years of experience in the finance industry. Katherine Hale 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.

7
Jeffrey S. Helgeson
CRD#: 1960161
2250 Murrell Road, Suite E, Lynchburg, VA 24501
96
Wealthminder
score

Jeffrey Helgeson (CRD# 1960161) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Lynchburg, VA and has over 28 years of experience in the finance industry.

8
Mandie L. Hiznay
CRD#: 2660930
Poland, OH
96
Wealthminder
score

Mandie Hiznay (CRD# 2660930) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Poland, OH and has over 20 years of experience in the finance industry.

9
Ann M. Iglai
CRD#: 2917127
4323 Edgerton Road, Suite 225, North Royalton, OH 44133
96
Wealthminder
score

Ann Iglai (CRD# 2917127) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in North Royalton, OH and has over 16 years of experience in the finance industry. Ann Iglai 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.

10
Alistair M. Kelly
CRD#: 1607116
850 South Hermitage Road, Suite B16, Hermitage, PA 16148
96
Wealthminder
score

Alistair Kelly (CRD# 1607116) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Hermitage, PA and has over 30 years of experience in the finance industry. Alistair Kelly 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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