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Deborah Ann Stackpole

Investment adviser representative at Stonecrest Advisors, Inc.
21 yearsExperience
3 statesRegistered in
$398.8MFirm assets
3 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Stonecrest Advisors, Inc.Oct 2016 to now
  2. Stonecrest Capital Markets, Inc.Sep 2016 to now
  3. Aktt Financial GroupApr 2005 to now

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, PA).

Stonecrest Advisors, Inc.

$398.8MAssets managed
477Clients
20Advisers
3 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
4969850
Firm CRD
142095
Advisor's SEC record (opens in a new tab)
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