David Stone, CRPC™

Managing Director/Investments


  • Master of Business Administration, Clemson University
  • Bachelor of Science, Economics, Clemson University

Licenses and Certifications

  • Series 7, General Securities Representative
  • Series 31, Futures Managed Funds
  • Series 66, Investment Advisor Representative
  • Chartered Retirement Planning CounselorTM certification

Based in New York, David Stone began his investment industry career in 2000 with J.P. Morgan and joined Stifel from Morgan Stanley in 2016.


As your financial advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to pursue.  You will have access to some of the world's most seasoned and respected investment professionals, a premier trading and execution platform, and a full spectrum of investment choices.

Phone (212) 328-1000 | (844) 735-9471