Matthew Stone
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Sherwood Stone
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
EAGLES COAST WEALTH MANAGEMENT, LLC
Contact Information
Main Address
225 Seven Farms Drive Suite 203, Daniel Island, SC 29492Phone Number
(843) 800-0491# of Employees
2Regulatory Assets Under Management
Total Number of Accounts
243AUM (Assets Under Management)
$50,104,679Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/24/2024)
(6/17/2024)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jul 2007About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Nov 2006About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Stone's CRS (Customer Relationship Summary).
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