MR
Michael P. Riendeau
STONE WEALTH STRATEGIES
Lakeside, AZ 85929
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CRD#: 7888425
MR
Professional summary
Michael Paul Riendeau is a registered financial advisor currently at STONE WEALTH STRATEGIES located in Lakeside, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.
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 Michael Paul Riendeau'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
May 15, 2024 - Present
STONE WEALTH STRATEGIES
Office #1: 4700 W. White Mountain Blvd Ste. B2, Lakeside, AZ 85929RIA
CRD#: 297961
Lakeside, AZ
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
Arizona(5/15/2024)
Current Firm
SW
STONE WEALTH STRATEGIES
STONE ADVISORS INC | STONE WEALTH STRATEGIES
CRD#: 297961 / SEC#:
Alabama
Registered Investment Advisory firm - (12/5/2022 Terminated)Arizona
Registered Investment Advisory firm - (9/27/2018 Approved)Colorado
Registered Investment Advisory firm - (9/24/2018 Approved)Florida
Registered Investment Advisory firm - (10/28/2025 Terminated)Texas
Registered Investment Advisory firm - (4/23/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Denver, CO
Mailing Address
Phone number
(970) 668-0772
Established
Firm type
Fiscal year end
# of Employees
4
Red Flags
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