SS
Samantha B. Stoner
TOWNSQUARE CAPITAL
LEHI, UT 84043
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CRD#: 8018828
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Professional summary
Samantha Brynn Stoner, who also goes by Samantha Brynn Macgregor, Sam Stoner, is a registered financial advisor currently at TOWNSQUARE CAPITAL, LLC located in Lehi, Utah.
Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Samantha has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samantha Brynn Macgregor | Sam Stoner
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 Samantha Brynn Stoner'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 7, 2025 - Present
TOWNSQUARE CAPITAL, LLC
Office #1: Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043RIA
CRD#: 288576
LEHI, UT
Past
December 16, 2024 - May 5, 2025
ORION PORTFOLIO SOLUTIONS, LLC
RIA
CRD#: 107975
OMAHA, NE
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".
TC
TOWNSQUARE CAPITAL, LLC
ALIGNMENT FINANCIAL ADVISORS | ZAG ADVISORS | WEALTH MANAGEMENT CPAS | VISION TREE FINANCIAL ADVISORS | TURNING POINT FINANCIAL GROUP | TOWNSQUARE CAPITAL, LLC | THE NORDEN GROUP | SW WEALTH STRATEGIES | SUNCREST ADVISORS | SMART FINANCIAL | PERSONAL ECONOMICS | PARK AVENUE ADVISORS | OXFORD WEALTH ADVISORS | OLSEN WEALTH ADVISORS | MCKELL PARTNERS | MARSHALL WEALTH ADVISORS | LARSON FINANCIAL COMPANY | KINNECT FINANCIAL | JOURNEY FINANCIAL SERVICES | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES LLC | JEFF WANGSGARD & ASSOCIATES | HURST FINANCIAL CONSULTING | HUGHES & ASSOCIATES | HUDSON OAKS WEALTH MANAGEMENT | HALO RETIREMENT | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH | CAPITAL PROTECTION INSURANCE | CACHE-FINANCIAL | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH | ASCENT RETIREMENT ADVISORS | ALLIANCE WEALTH ADVISORS
CRD#: 288576 / SEC#: 801-110591
RIA
Registered Investment Advisory firm - (6/9/2017 Approved)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
Utah(5/7/2025)
Exams
Current Firm
TC
TOWNSQUARE CAPITAL, LLC
ALIGNMENT FINANCIAL ADVISORS | ZAG ADVISORS | WEALTH MANAGEMENT CPAS | VISION TREE FINANCIAL ADVISORS | TURNING POINT FINANCIAL GROUP | TOWNSQUARE CAPITAL, LLC | THE NORDEN GROUP | SW WEALTH STRATEGIES | SUNCREST ADVISORS | SMART FINANCIAL | PERSONAL ECONOMICS | PARK AVENUE ADVISORS | OXFORD WEALTH ADVISORS | OLSEN WEALTH ADVISORS | MCKELL PARTNERS | MARSHALL WEALTH ADVISORS | LARSON FINANCIAL COMPANY | KINNECT FINANCIAL | JOURNEY FINANCIAL SERVICES | JOHNSTONROGERS | JEFFREY R WANGSGARD AND ASSOCIATES LLC | JEFF WANGSGARD & ASSOCIATES | HURST FINANCIAL CONSULTING | HUGHES & ASSOCIATES | HUDSON OAKS WEALTH MANAGEMENT | HALO RETIREMENT | FINANCIAL FOUNDATIONS | DOLEMAN WEALTH | CAPITAL PROTECTION INSURANCE | CACHE-FINANCIAL | BREVITY WEALTH SOLUTIONS | AVENTUS WEALTH | ASCENT RETIREMENT ADVISORS | ALLIANCE WEALTH ADVISORS
CRD#: 288576 / SEC#: 801-110591
RIA
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Contact information
Main Address
Traverse Ridge Center Ii 3450 Triumph Boulevard, Lehi, UT 84043
Mailing Address
Phone number
(385) 375-8650
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 50,715 |
| AUM (Assets Under Management) | $ 14,989,060,522 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/14/2024 | ||
| 10/27/2023 | ||
| 09/01/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
