Rebecca E. Stone

BALENTINE

Atlanta, GA 30326

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CRD#: 4804986

Professional summary

Rebecca Elizabeth Stone, CFP® is a registered financial advisor currently at BALENTINE located in Atlanta, Georgia.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Rebecca has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Rebecca Elizabeth 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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

February 24, 2025 - Present

BALENTINE

Office #1: 3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326

RIA

CRD#: 152511

Atlanta, GA

Past

June 1, 2009 - November 26, 2024

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

June 1, 2009 - November 26, 2024

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

April 24, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

April 23, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATLANTA, GA

Past

January 6, 2005 - January 23, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WOODSTOCK, GA

Past

September 29, 2004 - January 23, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WOODSTOCK, GA

Past

September 7, 2004 - September 15, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

June 30, 2004 - July 1, 2004

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

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".

BALENTINE

BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA

Registered Investment Advisory firm - (12/14/2009 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

Georgia
(2/24/2025)

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 66

Date: 1/5/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/29/2004

General Securities Representative Examination

Current Firm

BALENTINE

BALENTINE | BALENTINE LLC

CRD#: 152511 / SEC#: 801-70910

RIA

Registered Investment Advisory firm - (12/14/2009 Approved)

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Contact information

Main Address

3344 Peachtree Road Ne Suite 2200, Atlanta, GA 30326

Mailing Address

Phone number

(404) 537-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BALENTINE FORM ADV 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	3,796
AUM (Assets Under Management)	$ 5,295,516,500

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

Rebecca E. Stone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

INVEST FINANCIAL CORPORATION

Primary Firm SEC Registration

BALENTINE

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/29/2004

Current Firm

BALENTINE

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALENTINE

TRUST BUT VERIFY

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