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Robert Wilford Stone

BULLSEYE INVESTMENT MANAGEMENT, LLC·CINCINNCIATI, Ohio
Series 65Clean record6 years registeredBULLSEYE INVESTMENT MANAGEMENT, LLC
4100 EXECUTIVE PARK DRIVE, CINCINNCIATI, OH 45241CRD# 7169133Firm CRD# 145158

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Wilford Stone · CINCINNCIATI, OH
Registration
CRD #7169133 · BULLSEYE INVESTMENT MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

BULLSEYE INVESTMENT MANAGEMENT, LLC
Aug 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 21, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BULLSEYE INVESTMENT MANAGEMENT, LLC
CRD 145158 · SEC 801-121159
AUM
$182M
Regulatory assets under management
Employees
8
2,212 client accounts
Services offered by BULLSEYE INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at BULLSEYE INVESTMENT MANAGEMENT, LLC →
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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.
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Other Advisors at BULLSEYE INVESTMENT MANAGEMENT, LLC

Timothy Ray Guthrie
CINCINNCIATI, OH
CFP

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