Deborah Stackpole
Deborah Stackpole is a registered investment advisor at Stonecrest Advisors, INC., based in Bayville, NJ, with 20 years of industry experience. Deborah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 477 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% up to 2.0% annually and are negotiable depending on individual client circumstances.
Fee Estimator
Location
Bayville, NJ
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Regulatory History (2)
Customer Dispute
May 2026Customer Dispute
February 2024Other Business Activities
Deborah is an investment adviser at Stonecrest Advisors, dedicating about 10-20% of her time, including during trading hours. She also owns AKTT Financial Group LLC, which handles payroll and expenses, but this requires minimal time.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Investment Advisors Asset Management, LLC
Royal Alliance Associates, INC.Broker
Investment Advisors & Consultants, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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