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Mary Naber

Sage Stone Wealth Management LLC

La Jolla, CA

CRD 4517803

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Employer firm

Sage Stone Wealth Management LLC CRD 155477

$261M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars
  • PORTFOLIO MONITORING SERVICES

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

Current Employers
Sage Stone Wealth Management Llc

7946 Ivanhoe Avenue Suite 316, La Jolla, CA 92037 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-30
CA RA APPROVED 2026-03-27
  • TX RA
    APPROVED_RES
    Since 2026-03-30
  • CA RA
    APPROVED
    Since 2026-03-27

Branch Locations

7946 Ivanhoe Avenue Suite 316, La Jolla, CA 92037 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sage Stone Wealth Management Llc La Jolla CA 11/2010 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-03
  • S66 Uniform Combined State Law Examination
    2002-05-03
Other Names
  • Mary Naber
  • Mary Naber
  • Mary N. King
  • Mary Naber King

View on SEC IAPD

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TIMOTHY SMITH CALLAN
KYLE ANDREW KRAUS
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Nearby Offices

ALPHACORE CAPITAL LLC · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · LA JOLLA, CA
UBS FINANCIAL SERVICES INC. · La Jolla, CA

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