Stonegate Capital Advisors, LLC
Stonegate Capital Advisors, LLC (CRD# 113843) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $374,000,000 in 1,250 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management374MILLION
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Total Number of Accounts1,250ACCOUNTS
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Average Account Value$299,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, TX
Sean Mahoney (CRD# 5132381) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Travis Powell (CRD# 5798436) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry. Travis Powell 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.
Todd Ruble (CRD# 2991048) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 14 years of experience in the finance industry.
Alvin Turner (CRD# 4253880) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Oro Valley, AZ and has over 20 years of experience in the finance industry.
Jameson Van Houten (CRD# 2771800) is an Investment Advisor Representative working at Stonegate Capital Advisors, LLC in Scottsdale, AZ and has over 18 years of experience in the finance industry. Jameson Van Houten 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.