Stonehaven Private Wealth Management LLC
Stonehaven Private Wealth Management LLC (CRD# 168393) is a financial advisory firm headquartered in San Diego, CA. They manage $7,011,959 in 22 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management7MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$318,725
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
CA, FL, MA
Charlise Whiteside (CRD# 4913654) is an Investment Advisor Representative working at Stonehaven Private Wealth Management LLC in Gloucester, MA and has over 7 years of experience in the finance industry. Charlise Whiteside 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.