Stonestreet Financial, Inc.
Stonestreet Financial, Inc. (CRD# 288005) is a financial advisory firm headquartered in Stoughton, MA. They manage $4,528,246 in 50 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts50ACCOUNTS
-
Average Account Value$90,565
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Stonestreet Financial, Inc.
1
Brian McGivern (CRD# 5438260) is an Investment Advisor Representative working at Stonestreet Financial, Inc. in Stoughton, MA and has over 14 years of experience in the finance industry.
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