MS
CFA
MS
CFA

Michael Stone

14 Years of Experience
Broker

Michael Stone is a CFA-designated registered investment advisor, based in Birmingham, AL, with 14 years of industry experience.

Location

1927 1st Avenue North, 10th Floor, Birmingham, AL, 35203-4103

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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 Activities

Michael is involved in several business activities, including HR benefits management, business consulting, municipal advisory services, wealth management, and securities-related transactions. He also serves on the Alabama Symphony Orchestra Endowment Board.

Employment History
Current Registrations
M&a Securities Group, INC.
February 2024 - Present · 2 yrs 2 mos
M&a Securities Group, INC.Broker
February 2024 - Present · 2 yrs 2 mos
Porter White Investment Advisors, INC.
September 2011 - Present · 14 yrs 7 mos
Previous Registrations
Porter White Capital, LLCBroker
January 2018 - June 2023 · 5 yrs 5 mos
Spearhead Capital, LLCBroker
September 2016 - January 2018 · 1 yr 4 mos
Porter, White & Company, INC.Broker
June 2011 - November 2014 · 3 yrs 5 mos
State Registrations1 state
AL
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.