Matthew Stone

Employer firm

Eagles Coast Wealth Management, LLC CRD 297423

$50.1M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 01/2017
  Martin Capital Llc
  New York, NY
• 01/2017 → 10/2018
  Sandlapper Wealth Management, Llc
  Greenville, SC
• 10/2018 → Present
  Eagles Coast Wealth Management, Llc
  Mount Pleasant, SC

Previous Registrations

• 2018-10-31 → 2023-12-22
  Eagles Coast Wealth Management, Llc
  Hoboken, NJ
• 2017-03-22 → 2018-11-01
  Colony Park Financial Services Llc.
  Hoboken, NJ
  Greenville, SC
• 2009-06-01 → 2013-01-28
  Morgan Stanley
  Purchase, NY
• 2009-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Purchase, NY
• 2004-10-08 → 2009-04-01
  Wells Fargo Clearing Services, Llc
  Mt Kisco, NY
  New York, NY
  Mt. Kisco, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-03
• S63 Uniform Securities Agent State Law Examination
  2000-08-23

Other Names

• Matthew Sherwood Stone