Shelly Stone is a registered investment advisor, based in Albany, NY, with 27 years of industry experience.
Location
4 Tower Place, Suite 1001, Albany, NY, 12203
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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.
Learn about disclosures →Employment History
Current Registrations
Cp Client Solutions LLC
December 2025 - Present · 9 mos
Cp Client Solutions LLCBroker
December 2025 - Present · 9 mos
Cerity Partners LLC
September 2025 - Present · 1 yr
Previous Registrations
Graypoint LLC
December 2023 - October 2025 · 1 yr 10 mos
Goldman Sachs Ayco Personal Financial Management
July 2021 - November 2022 · 1 yr 4 mos
Goldman Sachs & CO. LLCBroker
January 2021 - November 2022 · 1 yr 10 mos
Mercer Allied Company, L.P.Broker
November 1997 - January 2021 · 23 yrs 2 mos
State Registrations1 state
NY
Advisor
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Exams
No exam information available for this advisor.