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Elizabeth Ann King

STONY POINT WEALTH MANAGEMENT INC.·RICHMOND, Virginia
SIE, Series 7, Series 66Clean record21 years registeredSTONY POINT WEALTH MANAGEMENT INC.
5609 PATTERSON AVE, RICHMOND, VA 23226CRD# 4674939Firm CRD# 210519

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Ann King · RICHMOND, VA
Registration
CRD #4674939 · STONY POINT WEALTH MANAGEMENT INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

SENECA HOUSE ADVISORS
Sep 2016 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Sep 2004 – Aug 2016
RICHMOND, VA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 22, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STONY POINT WEALTH MANAGEMENT INC.
CRD 210519 · SEC 801-108723
AUM
$380M
Regulatory assets under management
Employees
7
1,082 client accounts
Services offered by STONY POINT WEALTH MANAGEMENT INC.
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 STONY POINT WEALTH MANAGEMENT INC. →
Introduction

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05

Frequently Asked Questions

What services does Elizabeth Ann King offer?
Elizabeth Ann King specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Elizabeth Ann King's credentials?
Elizabeth Ann King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Ann King located?
Elizabeth Ann King is based in RICHMOND, Virginia, working with STONY POINT WEALTH MANAGEMENT INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Elizabeth Ann King charge for services?
Elizabeth Ann King's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONY POINT WEALTH MANAGEMENT INC.?
STONY POINT WEALTH MANAGEMENT INC. has approximately 7 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONY POINT WEALTH MANAGEMENT INC.

Matthew Clayton Daniel
RICHMOND, VA
Stuart Evans Daniel
RICHMOND, VA

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