Best Investors Account Sign in
Inactive

Samuel David Stone

Mission Wealth Management, LP

Hallandale Beach, FL

Claim This Profile
Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-09
  • FL RA
    APPROVED
    Since 2025-09-09

Branch Locations

1010 South Federal Hwy. Suite 1432, Hallandale Beach, FL 33009 • 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
Mission Wealth Management, Lp Santa Barbara CA 07/2025 Present
Northwestern Mutual Miami FL 05/2024 06/2025
University Of Miami Miami FL 01/2022 05/2025
Top Gun Selects Salem MA 05/2021 01/2022
Roxbury Latin School Boston MA 08/2017 05/2021
Central Middle School Quincy MA 09/2014 06/2017
  • 07/2025 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
  • 05/2024 → 06/2025
    Northwestern Mutual
    Miami, FL
  • 01/2022 → 05/2025
    University Of Miami
    Miami, FL
  • 05/2021 → 01/2022
    Top Gun Selects
    Salem, MA
  • 08/2017 → 05/2021
    Roxbury Latin School
    Boston, MA
  • 09/2014 → 06/2017
    Central Middle School
    Quincy, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-26
  • S65 Uniform Investment Adviser Law Examination
    2025-08-26

View on SEC IAPD

Other Firms

NUVERSE ADVISORS LLC
KAWA CAPITAL MANAGEMENT, INC.
RAYMOND JAMES & ASSOCIATES, INC.
UBS FINANCIAL SERVICES INC.
FITZROY INVESTMENT ADVISORS LLC
WM PARTNERS, LP
J. SAFRA ASSET MANAGEMENT CORPORATION
EVOLUTION WEALTH ADVISORS, LLC

Other Investors

DANIEL ADES
Tyler Mitchell Claus
CRISTINA HARTMANN BALDIM
CARLOS FELIPE LEMOS
LUCIANO LAUTENBERG
KATHERINE LOUISE HANDLEY
RAQUEL SHOSHANI
Francesca Tabak

Other Offices

NUVERSE ADVISORS LLC · HALLANDALE BEACH, FL
KAWA CAPITAL MANAGEMENT, INC. · HALLANDALE BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Hallandale Beach, FL
UBS FINANCIAL SERVICES INC. · Hallandale Beach, FL
UBS FINANCIAL SERVICES INC. · Hallandale Beach, FL
FITZROY INVESTMENT ADVISORS LLC · AVENTURA, FL
WM PARTNERS, LP · AVENTURA, FL
J. SAFRA ASSET MANAGEMENT CORPORATION · Aventura, FL

More in Hallandale Beach, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor