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Deborah Ann Stackpole

Stonecrest Advisors, INC.
20 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Stonecrest Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
383 clients
Average Client Portfolio
$405K average
Assets Under Management
$155.3M

Fee Structure

Financial Planning:Investment management only

Location

Bayville, NJ

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History

Regulatory History (1)
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Customer Dispute
February 2024
Settled
View Full SEC ReportHow to Read Disclosures
Other 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.
October 2016 - Present · 9 yrs 4 mos
Stonecrest Capital Markets, INC.
September 2016 - Present · 9 yrs 5 mos
Stonecrest Capital Markets, INC.Broker
September 2016 - Present · 9 yrs 5 mos
Previous Registrations
Investment Advisors Asset Management, LLC
August 2008 - August 2016 · 8 yrs
Royal Alliance Associates, INC.Broker
November 2006 - August 2016 · 9 yrs 9 mos
Investment Advisors & Consultants, INC.Broker
September 2005 - December 2006 · 1 yr 3 mos
State Registrations12 states
AZCACTDEFLLAMENJNVNYOKPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Deborah Ann Stackpole - Financial Advisor | TrueAdvisor