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Kevin J. Manning

STONE PINE FINANCIAL PARTNERS, LLC·MEDIA, Pennsylvania
SIE, Series 7, Series 66CFPClean record13 years registeredSTONE PINE FINANCIAL PARTNERS, LLC
208 W. FRONT ST, MEDIA, PA 19063CRD# 4642522Firm CRD# 175287

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin J. Manning · MEDIA, PA
Registration
CRD #4642522 · STONE PINE FINANCIAL PARTNERS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

STONE PINE FINANCIAL PARTNERS
May 2015 – present
ESI FINANCIAL ADVISORS
Apr 2013 – May 2015
MEDIA, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 4, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONE PINE FINANCIAL PARTNERS, LLC
CRD 175287 · SEC 801-121762
AUM
$147M
Regulatory assets under management
Employees
4
540 client accounts
Services offered by STONE PINE FINANCIAL PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STONE PINE FINANCIAL PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Kevin J. Manning offer?
Kevin J. Manning specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEDIA, Pennsylvania for a consultation.
What are Kevin J. Manning's credentials?
Kevin J. Manning holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kevin J. Manning located?
Kevin J. Manning is based in MEDIA, Pennsylvania, working with STONE PINE FINANCIAL PARTNERS, LLC. Their office serves clients in the MEDIA metropolitan area and surrounding communities.
How does Kevin J. Manning charge for services?
Kevin J. Manning's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONE PINE FINANCIAL PARTNERS, LLC?
STONE PINE FINANCIAL PARTNERS, LLC has approximately 4 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Andrew Harrod Herron
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