Matthew Stone

EAGLES COAST WEALTH MANAGEMENT

Hoboken, NJ

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CRD#: 4221737

Professional summary

Matthew Stone, who also goes by Matthew Sherwood Stone, is a registered financial advisor currently at EAGLES COAST WEALTH MANAGEMENT, LLC located in Hoboken, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Matthew has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Sherwood 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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Stone's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 24, 2024 - Present

EAGLES COAST WEALTH MANAGEMENT, LLC

RIA

CRD#: 297423

Hoboken, NJ

Past

October 31, 2018 - December 22, 2023

EAGLES COAST WEALTH MANAGEMENT, LLC

RIA

CRD#: 297423

Hoboken, NJ

Past

March 22, 2017 - November 1, 2018

COLONY PARK FINANCIAL SERVICES LLC.

RIA

CRD#: 41534

Hoboken, NJ

Past

June 4, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PURCHASE, NY

Past

June 1, 2009 - January 28, 2013

MORGAN STANLEY

RIA

CRD#: 149777

PURCHASE, NY

Past

June 1, 2009 - January 28, 2013

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

April 2, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

PURCHASE, NY

Past

April 2, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

PURCHASE, NY

Past

October 8, 2004 - April 1, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MT KISCO, NY

Past

March 10, 2003 - April 1, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MT KISCO, NY

Past

August 2, 2000 - May 16, 2001

HARRISDIRECT LLC

CRD#: 42159

JERSEY CITY, NJ

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

California
(5/24/2024)

IAR

New Jersey
(6/17/2024)

IAR

New York
(4/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 7/20/2007

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 11/3/2006

General Securities Sales Supervisor - Options Module Examination

Current Firm

EAGLES COAST WEALTH MANAGEMENT, LLC

CRD#: 297423 / SEC#: 801-127317

RIA

Registered Investment Advisory firm - (12/22/2023 Terminated)

California

Registered Investment Advisory firm - (5/24/2024 Approved)

Connecticut

Registered Investment Advisory firm - (12/6/2021 Terminated)

Florida

Registered Investment Advisory firm - (1/6/2025 Approved)

New Jersey

Registered Investment Advisory firm - (6/17/2024 Approved)

New York

Registered Investment Advisory firm - (4/18/2025 Approved)

North Carolina

Registered Investment Advisory firm - (1/10/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/28/2023 Terminated)

South Carolina

Registered Investment Advisory firm - (12/19/2023 Approved)

Tennessee

Registered Investment Advisory firm - (5/7/2025 Approved)

Texas

Registered Investment Advisory firm - (10/31/2024 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

225 Seven Farms Drive Suite 203, Daniel Island, SC 29492

Mailing Address

Phone number

(843) 800-0491

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	235
AUM (Assets Under Management)	$ 32,561,359

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Matthew Stone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Stone's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAGLES COAST WEALTH MANAGEMENT, LLC

COLONY PARK FINANCIAL SERVICES LLC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

HARRISDIRECT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2017

Series 63

Date: 8/23/2000

Series 7

Date: 8/1/2000

Series 10

Date: 7/20/2007

Series 9

Date: 11/3/2006

Current Firm

EAGLES COAST WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EAGLES COAST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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