ES
Eugene W. Stone
ALMANACK INVESTMENT PARTNERS
WAYNE, PA 19087
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CRD#: 2533249
ES
Professional summary
Eugene William Stone II, who also goes by Bill Stone II, Eugene William Ii Stone, is a registered financial advisor currently at ALMANACK INVESTMENT PARTNERS located in Wayne, Pennsylvania.
Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Eugene has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Stone Ii | Eugene William Ii Stone
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The Glenview Trust Company. 5900 US Highway 42, Louisville, KY 401241. 502-212-7800. Start Date: 01/2021. Nature of Business: Wealth Management. Investment Related? Yes. Title/Duties: Chief Investment Officer. # of Hours per Month: 45+. # of Hours per Month During Trading Hours: 40+. Financial Interest? No. Compensated: Salary.
CRS (Client Relationship Summary) - RIA
Click below to view Eugene William Stone II's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 24, 2020 - Present
ALMANACK INVESTMENT PARTNERS
Office #1: 656 E Swedesford Road 301, Wayne, PA 19087RIA
CRD#: 282428
WAYNE, PA
Past
September 21, 2018 - May 4, 2020
AVALON INVESTMENT & ADVISORY
RIA
CRD#: 112556
HOUSTON, TX
Past
July 22, 1996 - November 3, 1998
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
NEW YORK, NY
Past
October 4, 1994 - August 15, 1996
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
RIA
Registered Investment Advisory firm - (2/12/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(8/24/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AI
ALMANACK INVESTMENT PARTNERS
ALMANACK FAMILY OFFICE | WWG ADVISORS | WHITE KNIGHT CAPITAL | VERITY WEALTH ADVISORS | VERECAN | TRITIUM CAPITAL PARTNERS, LLC | SEMPER FI WEALTH PARTNERS | POINT91 ASSET MANAGEMENT | PHOENIX WEALTH MANAGEMENT PLLC | PETERS WEALTH ADVISORS, LLC | NICHE FINANCIAL SERVICES, INC. | MICHAEL MALONE INVESTMENT ADVISORY | LANE ONE WEALTH MANAGEMENT | JUNTO WEALTH, LLC | FRONT STREET FINANCIAL, LLC | ASPECT PARTNERS | ASPECT LABS, LLC | ALMANACK INVESTMENT PARTNERS, LLC | ALMANACK INVESTMENT PARTNERS
CRD#: 282428 / SEC#: 801-107186
RIA
Registered Investment Advisory firm - (2/12/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
656 E Swedesford Road Suite 301, Wayne, PA 19087
Mailing Address
Phone number
(484) 580-2277
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,481 |
| AUM (Assets Under Management) | $ 773,350,051 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
