John Robert Neal
Investment adviser representative at Stone Loft Wealth Management LLC
15 yearsExperience
1 stateRegistered in
$138.6MFirm assets
1 yearFirm in business
Are you John Robert Neal? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Stone Loft Wealth Management LLCAug 2025 to now
- The Vanguard Group, Inc.Apr 2018 to now
- UBS Financial Services, Inc.Oct 2011 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (PA).
Stone Loft Wealth Management LLC
$138.6MAssets managed
28Clients
1Advisers
1 yearIn 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
- 4939681
- Firm CRD
- 337410