Unclaimed Profile

Michael Ray Sharp

STONEWATER WEALTH MANAGEMENT, INC.·CORPUS CHRISTI, Texas

Series 6, Series 7, Series 63, Series 6524 years registeredSTONEWATER WEALTH MANAGEMENT, INC.

4639 CORONA DR, CORPUS CHRISTI, TX 78411CRD# 4341733Firm CRD# 164953

Profile Verification

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

Identity

Michael Ray Sharp · CORPUS CHRISTI, TX

Registration

CRD #4341733 · STONEWATER WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

STONEWATER WEALTH MANAGEMENT, INC.

Jun 2022 – present

STONEWATER WEALTH MANAGEMENT, INC.

Sep 2012 – Mar 2022

CORPUS CHRISTI, TX

DALTON STRATEGIC INVESTMENT SERVICES INC.

Mar 2008 – Oct 2012

GRANBURY, TX

STRATEGIC FINANCIAL CONCEPTS, LLC

Apr 2007 – Dec 2007

AUSTIN, TX

OXFORD ASSET MANAGEMENT, LLC

Feb 2006 – Apr 2007

LAGO VISTA, TX

AMERICAN GENERAL SECURITIES INCORPORATED

Aug 2002 – Feb 2006

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 2, 2002

Years registered · 24

Disclosure History

2007Customer Dispute·Withdrawn

2007Employment Separation After Allegations

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

STONEWATER WEALTH MANAGEMENT, INC.

CRD 164953 · SEC 801-112490

AUM

$33M

Regulatory assets under management

Employees

409 client accounts

Services offered by STONEWATER WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STONEWATER WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Michael Ray Sharp offer?

Michael Ray Sharp specializes in Financial Planning, Investment Management. Contact their office in CORPUS CHRISTI, Texas for a consultation.

What are Michael Ray Sharp's credentials?

Michael Ray Sharp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Ray Sharp located?

Michael Ray Sharp is based in CORPUS CHRISTI, Texas, working with STONEWATER WEALTH MANAGEMENT, INC.. Their office serves clients in the CORPUS CHRISTI metropolitan area and surrounding communities.

How does Michael Ray Sharp charge for services?

Michael Ray Sharp's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STONEWATER WEALTH MANAGEMENT, INC.?

STONEWATER WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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