SG
Sara E. Girouard
STONE WEALTH PARTNERS LLC
Lafayette, LA 70508
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CRD#: 7818630
SG
Professional summary
Sara Elizabeth Girouard is a registered financial advisor currently at STONE WEALTH PARTNERS LLC located in Lafayette, Louisiana.
Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Sara has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sara Elizabeth Girouard'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®
NoneExperience
Current
October 16, 2023 - Present
STONE WEALTH PARTNERS LLC
Office #1: 1819 W. Pinhook Rd. Suite 209, Lafayette, LA 70508RIA
CRD#: 308429
Lafayette, LA
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".
SW
STONE WEALTH PARTNERS LLC
STONE WEALTH PARTNERS | STONE WEALTH PARTNERS LLC
CRD#: 308429 / SEC#: 801-129772
RIA
Registered Investment Advisory firm - (3/27/2024 Approved)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)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
Louisiana(10/16/2023)
Exams
Current Firm
SW
STONE WEALTH PARTNERS LLC
STONE WEALTH PARTNERS | STONE WEALTH PARTNERS LLC
CRD#: 308429 / SEC#: 801-129772
RIA
Registered Investment Advisory firm - (3/27/2024 Approved)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Camellia Suite 101, Lafayette, LA 70508
Mailing Address
375 Lions St, Jefferson, LA 70121
Phone number
(337) 660-2334
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 669 |
| AUM (Assets Under Management) | $ 118,435,585 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STONE WEALTH PARTNERS LLC
CRD#: 308429Lafayette, LA 70508TRUST BUT VERIFY
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