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).
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Total Assets Under Management160MILLION
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Total Number of Accounts145ACCOUNTS
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Average Account Value$1,103,834
- 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
FL, IL, NC, NJ, NY, TX
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.
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.
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.
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.