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Michael Stone

Sunstone Advisors, LLC

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About Michael Stone

Michael Stone is an investment advisor representative who is currently registered with Sunstone Advisors, LLC. Michael has been in the financial services industry since 2005 and has a strong background in portfolio management, financial planning, and investment advisory services. Michael previously worked at Morgan Stanley Smith Barney LLC and Sanford C. Bernstein & Co., LLC. Michael holds the Series 66, Series 7, and Series 31 licenses and has a strong understanding of the financial markets and investment strategies. Michael is committed to providing his clients with personalized investment advice and guidance to help them achieve their financial goals.

Firm Information

Michael Stone is currently registered with Sunstone Advisors, LLC. Sunstone Advisors, LLC is an investment advisor located in Irvine, CA. The firm manages approximately $104,918,690 in assets and has a total of 9 clients. Sunstone Advisors, LLC provides portfolio management services for businesses, pooled investment vehicles, and other investment advisors. They also select other advisors for their clients.
Sunstone Advisors, LLC

18881 VON KARMAN AVENUE

IRVINE, CA 92612

$104.92M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Stone’s Registration & Firm History

CA

01/23/2023 - Present

Sunstone Advisors, LLC (IRVINE CA)

CO

01/22/2020 - 03/17/2022

MORGAN STANLEY (Greenwood Village CO)

CO

01/23/2006 - 02/10/2020

SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)

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Licenses & Designations

BOTH

Issued 01/05/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/29/2005

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Stone.
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