Unclaimed Profile

Amy Renee Stone

ACUMEN WEALTH ADVISORS, LLC·CHATTANOOGA, Tennessee

SIE, Series 7, Series 9, Series 10, Series 66Clean record17 years registeredACUMEN WEALTH ADVISORS, LLC

250 FOREST AVENUE, CHATTANOOGA, TN 37405CRD# 5398637Firm CRD# 282565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Renee Stone · CHATTANOOGA, TN

Registration

CRD #5398637 · ACUMEN WEALTH ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ACUMEN WEALTH ADVISORS, LLC

Feb 2016 – present

NFP ADVISOR SERVICES, LLC

Jan 2012 – Feb 2016

CHATTANOOGA, TN

MORGAN KEEGAN & COMPANY, INC.

Oct 2008 – Dec 2011

CHATTANOOGA, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · October 28, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ACUMEN WEALTH ADVISORS, LLC

CRD 282565 · SEC 801-107192

AUM

$427M

Regulatory assets under management

Employees

247 client accounts

Services offered by ACUMEN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ACUMEN WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Renee Stone offer?

Amy Renee Stone specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.

What are Amy Renee Stone's credentials?

Amy Renee Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Renee Stone located?

Amy Renee Stone is based in CHATTANOOGA, Tennessee, working with ACUMEN WEALTH ADVISORS, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.

How does Amy Renee Stone charge for services?

Amy Renee Stone'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 ACUMEN WEALTH ADVISORS, LLC?

ACUMEN WEALTH ADVISORS, LLC has approximately 17 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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