Mary Donna Stone

Employer firm

B. Riley Wealth Advisors, Inc. CRD 115927

$4.21B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2013 → 09/2020
  United Advisors Services, Llc
  Buffalo, NY
• 09/2020 → 07/2022
  National Asset Management
  Mcminnville, TN
• 07/2022 → Present
  B. Riley Wealth Advisors, Inc.
  Memphis, TN

Previous Registrations

• 2013-07-22 → 2020-09-17
  United Advisors Services, Llc
  Buffalo, NY
• 2004-06-18 → 2013-07-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ
  Mendham, NJ
  Mendham, NJ
  Short Hills, NJ
• 2003-07-01 → 2004-06-23
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
• 1983-08-23 → 2003-07-01
  Prudential Equity Group, Llc
  Short Hills, NJ

Other Businesses

(1) CAM BUFFALO, LLC D/B/A CONSILIENCE ASSET MANAGEMENT, D/B/A FOR INVESTMENT ADVISORY BUSINESS, PARTNER, BUFFALO, NY, START 2013, 100 HRS PER MONTH, 60 HRS PER MONTH DURING TRADING HRS, INVESTMENT RELATED Partner

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-12-05
• S63 Uniform Securities Agent State Law Examination
  1982-04-05

Other Names

• Donna Stone
• Mary Donna Stone
• Donna Stone