Unclaimed Profile

Stuart Evans Daniel

STONY POINT WEALTH MANAGEMENT INC.·RICHMOND, Virginia

SIE, Series 7, Series 63, Series 65Clean record37 years registeredSTONY POINT WEALTH MANAGEMENT INC.

5609 PATTERSON AVE, RICHMOND, VA 23226CRD# 1937306Firm CRD# 210519

Profile Verification

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

Identity

Stuart Evans Daniel · RICHMOND, VA

Registration

CRD #1937306 · STONY POINT WEALTH MANAGEMENT INC. · 37 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STONY POINT WEALTH MANAGEMENT INC.

SENECA HOUSE ADVISORS

Aug 2015 – Apr 2023

RICHMOND, VA

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 1989 – Aug 2015

RICHMOND, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 31, 1989

Years registered · 37

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STONY POINT WEALTH MANAGEMENT INC.

CRD 210519 · SEC 801-108723

AUM

$380M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Stuart Evans Daniel offer?

Stuart Evans Daniel specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Stuart Evans Daniel's credentials?

Stuart Evans Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stuart Evans Daniel located?

Stuart Evans Daniel is based in RICHMOND, Virginia, last registered with STONY POINT WEALTH MANAGEMENT INC..

How does Stuart Evans Daniel charge for services?

Stuart Evans Daniel'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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