Marc Hamilton Stone

Current Employers

Employment History

• 01/1996 → Present
  Stone Financial Advisors, Inc.
  Shaker Heights, OH
• 09/1998 → Present
  Lpl Financial Llc
  Beachwood, OH
• 01/2015 → Present
  Tyler-Stone Wealth Management, Llc
  Beachwood, OH

Previous Registrations

• 2015-01-22 → 2025-12-15
  Tyler-Stone Wealth Management, Llc
  Beachwood, OH
• 1999-09-27 → 2004-12-31
  The Tyler-Stone Group
  Shaker Hts., OH

Other Businesses

1) 12/14/2000 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION(S) - Marc H. Stone 2) 04/27/2004 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION(S) - SELLING LONG TERM CARE INSURANCE 3) 02/08/2005 - NO BUSINESS NAME - DBA for LPL Business (entity for LPL business) - THE TYLER-STONE GROUP - INV REL - AT REPORTED BUSINESS LOCATION(S) 4) 01/20/2015 - Stone Financial Advisors, Inc, - Insurance Agency - INV REL - START 12/18/1995 - 20820 Chagrin Blvd., Suite 200 Shaker Heights, OH 44122 - 1 HR/MO, 1 DURING SECS TRDG HRS 5) 5/1/2018 - Tyler-Stone Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/01/2015 - 55 Hours Per Month/3 Hours During Securities Trading - I provide investment advisory services through Tyler-Stone Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 02/2015. I expect to spend approximately 55 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6) 2/28/2023 - Stone Financial Enterprises, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 02/15/2023 - 2 Hours Per Month/0 Hours During Securities Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-31

Designations