Joshua V. Stilley

TRUSTSTONE WEALTH PARTNERS

Chapel Hill, NC 27517

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CRD#: 6988063

Professional summary

Joshua Vincent Stilley, CFP®, who also goes by Joshua VIncent Stilley, is a registered financial advisor currently at TRUSTSTONE WEALTH PARTNERS, LLC located in Chapel Hill, North Carolina.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Vincent Stilley

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.

Joshua Stilley is owner of JVS Financial L.L.C. This entity is a holding company and does not perform any business functions. The entity owns the RIA, TrustStone Wealth Partners, LLC. Joshua Vincent Stilley is a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Vincent Stilley'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: 2021

Experience

Current

April 10, 2024 - Present

TRUSTSTONE WEALTH PARTNERS, LLC

Office #1: 101 Glen Lennox Drive, Unit 300, Chapel Hill, NC 27517

RIA

CRD#: 330217

Chapel Hill, NC

Past

July 18, 2018 - January 9, 2024

GORDON ASSET MANAGEMENT, LLC

RIA

CRD#: 118471

MURRELLS INLET, SC

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

North Carolina
(4/10/2024)

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 65

Date: 4/27/2018

Uniform Investment Adviser Law Examination

Current Firm

TRUSTSTONE WEALTH PARTNERS, LLC

CRD#: 330217 / SEC#:

North Carolina

Registered Investment Advisory firm - (4/10/2024 Approved)

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Contact information

Main Address

101 Glen Lennox Drive, Unit 300, Chapel Hill, NC 27517

Mailing Address

Phone number

(980) 254-7804

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 260,491

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Joshua V. Stilley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Vincent Stilley's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUSTSTONE WEALTH PARTNERS, LLC

GORDON ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2018

Current Firm

TRUSTSTONE WEALTH PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUSTSTONE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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