Michael Stone
Investment adviser representative at Sunstone Advisors, LLC
21 yearsExperience
1 stateRegistered in
$122.8MFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Foreside Fund Services, LLCFeb 2025 to now
- Sunstone Advisors, LLCMar 2022 to now
- Sunstone Trust CompanyMay 2022 to Aug 2023
- Sunstone Management Inc.Mar 2022 to Jan 2025
- Morgan Stanley Private Bank, N.AFeb 2020 to Mar 2022
- Morgan Stanley Smith Barney LLCJan 2020 to Mar 2022
- Sanford C. BernsteinDec 2005 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Sunstone Advisors, LLC
$122.8MAssets managed
9Clients
3Advisers
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
- 5079106
- Firm CRD
- 324002