Stonegate Wealth Management, LLC

Stonegate Wealth Management, LLC (CRD# 121412) is a financial advisory firm headquartered in Cary, NC. They manage $160,056,000 in 145 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $1,103,834
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
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.

FL, IL, NC, NJ, NY, TX

Financial Advisors at Stonegate Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Stephen C. Craffen
CRD#: 1853502
Oakland, NJ 07436

Stephen Craffen (CRD# 1853502) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has 28 years of experience in the finance industry.

2
Thomas J. Geraghty
CRD#: 4348159
393 Ramapo Valley Road, Oakland, NJ 07436

Thomas Geraghty (CRD# 4348159) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has over 20 years of experience in the finance industry. Thomas Geraghty 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
Michael C. Ippolito
CRD#: 2154143
Sarasota, FL

Michael Ippolito (CRD# 2154143) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Sarasota, FL and has over 29 years of experience in the finance industry. Michael Ippolito 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
Dean Shah
CRD#: 6157212
393 Ramapo Valley Road, Oakland, NJ 07436

Dean Shah (CRD# 6157212) is an Investment Advisor Representative working at Stonegate Wealth Management, LLC in Oakland, NJ and has over 7 years of experience in the finance industry. Dean Shah 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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