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SS

Stephen C. Stone

HARVEST WEALTH DESIGN & MANAGEMENT
Las Vegas, NV 89129
Some features on this profile are disabled
CRD#: 6734438
SS

Professional summary

Stephen Craig Stone II, CFP®, who also goes by Stephen Craig Stone, S. Craig Stone, II, is a registered financial advisor currently at HARVEST WEALTH DESIGN & MANAGEMENT, LLC located in Las Vegas, Nevada.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Stephen has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stephen Craig Stone | S. Craig Stone, Ii

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 Stephen Craig 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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

March 8, 2017 - Present

HARVEST WEALTH DESIGN & MANAGEMENT, LLC

Office #1: 8970 W. Cheyenne Ave Suite 110, Las Vegas, NV 89129
RIA
CRD#: 286130
Las Vegas, NV

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
Nevada
(3/8/2017)

Exams

Current Firm

HW
HARVEST WEALTH DESIGN & MANAGEMENT, LLC
HARVEST WEALTH DESIGN & MANAGEMENT, LLC

CRD#: 286130 / SEC#:

Nevada
Registered Investment Advisory firm - (3/8/2017 Approved)
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Contact information

Main Address
8970 W. Cheyenne Ave Suite 110, Las Vegas, NV 89129
Mailing Address
Phone number
(702) 665-5209
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts15
AUM (Assets Under Management)$ 1,857,622

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

HARVEST WEALTH DESIGN & MANAGEMENT, LLC

CRD#: 286130Las Vegas, NV 89129

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