Maryelizabeth Irene Stone
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 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 assetsHourlyFixed or flat fee
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
10 years in the industry.
- Heintz Tax ServiceJan 2025 to now
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCJul 2022 to now
- Cetera Investment AdvisorsJul 2022 to now
- Stone FinancialJan 2021 to now
- Union Advantage FinancialJan 2021 to now
- First Allied Securities, Inc.Sep 2021 to Sep 2022
- UnemployedJun 2020 to Jan 2021
- Full Time Education-collegeJun 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7324924
- Firm CRD
- 105644