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Brittany Ann Mcgehee

STONE ASSET MANAGEMENT, INC.·AUSTIN, Texas
Clean recordSTONE ASSET MANAGEMENT, INC.
4210 SPICEWOOD SPRINGS ROAD, AUSTIN, TX 78759CRD# 5710106Firm CRD# 132202

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brittany Ann Mcgehee · AUSTIN, TX
Registration
CRD #5710106 · STONE ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brittany Ann Mcgehee is a registered financial advisor based in AUSTIN, Texas, affiliated with STONE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
STONE ASSET MANAGEMENT, INC.
DBA STONE WEALTH MANAGEMENT
AUM
$269M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STONE ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5710106
Firm CRD# 132202
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brittany Ann Mcgehee offer?
Brittany Ann Mcgehee specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Brittany Ann Mcgehee's credentials?
Brittany Ann Mcgehee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brittany Ann Mcgehee located?
Brittany Ann Mcgehee is based in AUSTIN, Texas, working with STONE ASSET MANAGEMENT, INC.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Brittany Ann Mcgehee charge for services?
Brittany Ann Mcgehee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONE ASSET MANAGEMENT, INC.?
STONE ASSET MANAGEMENT, INC. has approximately 6 employees and manages $269M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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