Eugene William Stone
Investment adviser representative at Almanack Investment Partners
19 yearsExperience
2 statesRegistered in
CFADesignation
$945.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- The Glenview Trust CompanyJan 2021 to now
- Almanack Investment Partners, LLCJul 2020 to now
- Avalon Advisors, LLCSep 2018 to May 2020
- Stone Investment Partners, LLCFeb 2018 to Sep 2018
- PNC BankOct 2007 to Feb 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (KY, PA).
Almanack Investment Partners
Legal name: Almanack Investment Partners, LLC
$945.9MAssets managed
426Clients
13Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2533249
- Firm CRD
- 282428