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Michael Stone

19 Years of Experience
Irvine, CA
Broker

Michael Stone is a registered investment advisor, based in Irvine, CA, with 19 years of industry experience.

Location

18881 Von Karman Avenue, Floor 5, Suite 500, Irvine, CA, 92612

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Michael is the Chief Investment Officer at SunStone Advisors, LLC, dedicating full-time hours to this role. He also holds positions at Sunstone Cities LLC, Sunstone Management Inc., and Sunstone Venture Partners LLC, spending minimal time on each. Michael also has power of attorney for his wife.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Sunstone Advisors, LLC
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Morgan Stanley
January 2020 - March 2022 · 2 yrs 2 mos
Morgan StanleyBroker
January 2020 - March 2022 · 2 yrs 2 mos
Alliancebernstein L.P.
January 2006 - February 2020 · 14 yrs 1 mo
Sanford C. Bernstein & CO., LLCBroker
January 2006 - February 2020 · 14 yrs 1 mo
State Registrations2 states
CATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Michael Stone - Financial Advisor | TrueAdvisor