Catherine N. Toone
Professional summary
Catherine Noelle Toone, who also goes by Catherine Noelle Merciez, Catherine N Wright, Catherine Noelle Wright, Catherine Wright, is a registered financial advisor currently at STALT FINANCIAL, LLC located in Troy, Michigan.
Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Catherine has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Catherine Noelle Toone's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 3, 2024 - Present
STALT FINANCIAL, LLC
Office #1: 5700 Crooks, Suite 212, Troy, MI 48098August 8, 2022 - October 24, 2022
STALT FINANCIAL, LLC
May 26, 2022 - August 9, 2022
BROOKSTONE WEALTH ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/3/2024)
Current Firm
STALT FINANCIAL, LLC
CRD#: 330522 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 14,700,000 |
Red Flags
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