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Samuel David Stone

Mission Wealth Management, LP

Hallandale Beach, FL

CRD 7908151

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Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FAMILY WEALTH MANAGEMENT

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

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

Nearby Firms

NUVERSE ADVISORS LLC
KAWA CAPITAL MANAGEMENT, INC.
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

DANIEL ADES
Tyler Mitchell Claus
CRISTINA HARTMANN BALDIM

Nearby Offices

NUVERSE ADVISORS LLC · HALLANDALE BEACH, FL
KAWA CAPITAL MANAGEMENT, INC. · HALLANDALE BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Hallandale Beach, FL

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