MS
CFP
MS
CFP

Marc Hamilton Stone

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

3601 Green Road, Suite 100, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Marc is involved in non-variable insurance sales since 2000 and sells long-term care insurance since 2004. He also provides investment advisory services through Tyler-Stone Wealth Management, LLC, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
LPL Financial LLC
September 2025 - Present · 5 mos
Tyler-Stone Wealth Management, LLC
January 2015 - Present · 11 yrs 1 mo
LPL Financial LLCBroker
September 1998 - Present · 27 yrs 5 mos
Previous Registrations
LPL Financial LLC
October 1999 - September 2016 · 16 yrs 11 mos
The Tyler-Stone Group
September 1999 - December 2004 · 5 yrs 3 mos
Vestax Securities CorporationBroker
January 1996 - September 1998 · 2 yrs 8 mos
Cigna Financial Advisors,inc.Broker
January 1990 - January 1996 · 6 yrs
State Registrations40 states
AKALAZCACOCTDCDEFLGAIDILINKYLAMAMDMEMIMONCNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.