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Sara Elizabeth Girouard

Stone Wealth Partners LLC

Lafayette, LA

Lafayette, LA

CRD 7818630

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Employer firm

Stone Wealth Partners LLC CRD 308429

$143M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

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

Current Employers
Stone Wealth Partners Llc

1200 Camellia Suite 101, Lafayette, LA 70508 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-10-16
  • LA RA
    APPROVED
    Since 2023-10-16

Branch Locations

1819 W. Pinhook Rd. Suite 209, Lafayette, LA 70508 • United States

1200 Camellia Suite 101, Lafayette, LA 70508 • 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
Delhomme & Girouard, Llc Lafayette LA 08/2020 10/2024
Prm Cpas + Advisors, Llc Lafayette LA 10/2018 07/2020
Delhomme Leblanc & Associates, Llc Lafayette LA 07/2011 10/2018
Federated Management Services, Inc. Lafayette LA 05/2024 Present
  • 08/2020 → 10/2024
    Delhomme & Girouard, Llc
    Lafayette, LA
  • 10/2018 → 07/2020
    Prm Cpas + Advisors, Llc
    Lafayette, LA
  • 07/2011 → 10/2018
    Delhomme Leblanc & Associates, Llc
    Lafayette, LA
  • 05/2024 → Present
    Federated Management Services, Inc.
    Lafayette, LA

View on SEC IAPD

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