AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Brian Joseph Mcgivern

Brian J. Mcgivern

STONESTREET FINANCIAL
Stoughton, MA 02072
Some features on this profile are disabled
CRD#: 5438260
Brian Joseph Mcgivern

Professional summary

Brian Joseph Mcgivern, CFP®, who also goes by Brian Mcgivern, is a registered financial advisor currently at STONESTREET FINANCIAL, INC. located in Stoughton, Massachusetts.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Brian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian Mcgivern

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 Brian Joseph Mcgivern'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

November 14, 2017 - Present

STONESTREET FINANCIAL, INC.

Office #1: 532 Page Street, Stoughton, MA 02072
RIA
CRD#: 288005
Stoughton, MA
Past

November 18, 2013 - November 10, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Stoughton, MA
Past

November 18, 2013 - November 10, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Stoughton, MA
Past

July 23, 2013 - November 22, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
STOUGHTON, MA
Past

July 24, 2009 - June 7, 2013

NEW ENGLAND SECURITIES

RIA
CRD#: 615
STOUGHTON, MA
Past

July 18, 2008 - June 7, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
STOUGHTON, MA

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
Massachusetts
(11/14/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/10/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/17/2008
General Securities Representative Examination

Current Firm

SF
STONESTREET FINANCIAL, INC.
STONESTREET FINANCIAL, INC.

CRD#: 288005 / SEC#:

Massachusetts
Registered Investment Advisory firm - (5/5/2017 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
532 Page Street, Stoughton, MA 02072
Mailing Address
Phone number
(781) 436-5421
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts50
AUM (Assets Under Management)$ 5,092,178

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.

Company Information

STONESTREET FINANCIAL, INC.

CRD#: 288005Stoughton, MA 02072

TRUST BUT VERIFY

Monitor Brian Mcgivern

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.