Stone Pine Financial Partners

Stone Pine Financial Partners (CRD# 175287) is a financial advisory firm headquartered in Media, PA. They manage $35,179,000 in 230 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $152,952
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
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.

PA

Financial Advisors at Stone Pine Financial Partners
Showing 1 - 2 of 2 top financial advisors.
1
Andrew H. Herron
CRD#: 4594408
337 W. State St., Media, PA 19063
96
Wealthminder
score

Andrew Herron (CRD# 4594408) is an Investment Advisor Representative working at Stone Pine Financial Partners in Media, PA and has over 14 years of experience in the finance industry. Andrew Herron 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
Kevin J. Manning
CRD#: 4642522
337 W. State St., Media, PA 19063
96
Wealthminder
score

Kevin Manning (CRD# 4642522) is an Investment Advisor Representative working at Stone Pine Financial Partners in Media, PA and has over 13 years of experience in the finance industry. Kevin Manning 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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