SH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
382 clients
Average Client Portfolio
$116K average
Assets Under Management
$44.1M
Fee Structure
Minimum Investment:$25K
There is no fee information provided in this brochure.
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Advisor Information
Office location
Akron, OH
Get directionsRegulatory History (3)
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Regulatory
May 2021Final
Regulatory
July 2020Final
Criminal
February 2002Final Disposition
Other Business ActivitiesSells Insurance
Stephen is the President/Owner of Armor Financial Management, LLC, which is used for life, disability, and long-term care insurance sales, dedicating about a quarter of his time. He also markets for MIG Living, a health and beauty product company, spending minimal time on this activity.
Employment History
Current Registrations
Bcd Advisors
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Sa Stone Investment Advisors INC.
January 2015 - June 2021 · 6 yrs 5 mos
Sa Stone Wealth Management INC.Broker
September 2014 - June 2021 · 6 yrs 9 mos
Sterne Agee Investment Advisor Services, INC.
February 2013 - January 2015 · 1 yr 11 mos
Wrp Investments, INC.
July 2004 - December 2012 · 8 yrs 5 mos
Wrp Investments, INC.Broker
June 2004 - September 2014 · 10 yrs 3 mos
Ws Griffith Securities, INC.Broker
May 2004 - June 2004 · 1 mo
State Registrations2 states
NCOH
Advisor
Exams
No exam information available for this advisor.