Michael Allen Stone
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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
12 years in the industry.
- Truist Advisory Services, Inc.Dec 2022 to now
- Truist Investment Services, IncJul 2022 to now
- Unemployed TravelJun 2022 to Jul 2022
- Home DepotJan 2022 to May 2022
- ClarksNov 2021 to Jan 2022
- EquifaxJun 2021 to Jul 2021
- ClarksNov 2020 to Feb 2021
- ClarksMay 2019 to Jul 2019
- Rak OutfittersMay 2019 to Jun 2019
- University of GeorgiaAug 2018 to Dec 2021
- ClarksMay 2018 to Sep 2018
- AdidasAug 2016 to Dec 2018
- Sequoyah High SchoolAug 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
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
- 7605022
- Firm CRD
- 283390