Michael Stone

Current Employers

Employment History

• 12/2005 → 01/2020
  Sanford C. Bernstein
  Los Angeles, CA
• 01/2020 → 03/2022
  Morgan Stanley Smith Barney Llc
  Greenwood Village, CO
• 02/2020 → 03/2022
  Morgan Stanley Private Bank, N.A
  New York, NY
• 03/2022 → 01/2025
  Sunstone Management Inc.
  Irvine, CA
• 03/2022 → Present
  Sunstone Advisors, Llc
  Irvine, CA
• 05/2022 → 08/2023
  Sunstone Trust Company
  Irvine, CA
• 02/2025 → Present
  Foreside Fund Services, Llc
  Irvine, CA

Previous Registrations

• 2020-01-22 → 2022-03-17
  Morgan Stanley
  Greenwood Village, CO
• 2006-01-23 → 2020-02-10
  Alliancebernstein L.P.
  Los Angeles, CA
  Nashville, TN
  Denver, CO

Other Businesses

1) SunStone Advisors, LLC; Investment Related; Irvine, CA; Registered Investment Advisor; Chief Investment Officer; Start Date 9/28/2022; 200 Hrs Per Month; Chair the investment committee and the investment valuation committee. 2) Uniform Statutory Form Power of Attorney; Non-Investment Related; Newport Beach, CA; Power of Attorney for my wife; Start Date 3/22/2002; 0 Hrs Per Month. 3) Sunstone Cities LLC; Non-Investment Related; Irvine, CA; Entity to advise on public private partnerships; CFO; Start Date 8/7/2024; 5 Hrs Per Month, 0 During Trading Hrs. 4) Sunstone Management Inc.; Non-Investment Related; Irvine, CA; Affiliated with Sunstone Advisors; CFO; Start Date 3/16/2022; 5 Hrs Per Month; I advise CEO on strategy. 5) Sunstone Venture Partners LLC; Investment Related; Irvine, CA; General Partner; Member; Start Date 7/21/2023; 5 Hrs per Month, 0 During Trading Hrs; General Partner, Investments Committee.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-28
• S66 Uniform Combined State Law Examination
  2006-01-05

Other Names

• Mike Stone