AdvisorOS Directory
Claim Profile
RS

Robert Wilford Stone

BULLSEYE INVESTMENT MANAGEMENT, LLC·CINCINNCIATI, Ohio
Unclaimed Profile
4100 EXECUTIVE PARK DRIVE, CINCINNCIATI, OH 45241CRD# 7169133Firm CRD# 145158
01

About

Robert Wilford Stone is a registered financial advisor based in CINCINNCIATI, Ohio, affiliated with BULLSEYE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BULLSEYE INVESTMENT MANAGEMENT, LLC
BULLSEYE INVESTMENT MANAGEMENT, LLC
AUM
$182M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BULLSEYE INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7169133
Firm CRD# 145158
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CINCINNCIATI?

Browse all registered financial advisors in CINCINNCIATI, Ohio or claim this profile if it's yours.

Browse CINCINNCIATI AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Wilford Stone offer?
Robert Wilford Stone specializes in Investment Management, Fee-Only Advisory. Contact their office in CINCINNCIATI, Ohio for a consultation.
What are Robert Wilford Stone's credentials?
Robert Wilford Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Wilford Stone located?
Robert Wilford Stone is based in CINCINNCIATI, Ohio, working with BULLSEYE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CINCINNCIATI metropolitan area and surrounding communities.
How does Robert Wilford Stone charge for services?
Robert Wilford Stone's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BULLSEYE INVESTMENT MANAGEMENT, LLC?
BULLSEYE INVESTMENT MANAGEMENT, LLC has approximately 8 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CINCINNCIATI
Timothy Ray Guthrie — BULLSEYE INVESTMENT MANAGEMENT, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile