Advisor at Shore Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Shore Financial Advisors, LLC
Location
Easton, MD 20601
Credentials
Series 63, Series 65
Industry experience
1 year
Edwin Stone is a financial advisor at Shore Financial Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Connectyourcare and Tred Avon Family Wealth. In addition to his advisory role, he operates a business consulting LLC. Shore Financial Advisors, LLC is an independent, single-advisor firm providing tailored portfolio management to high-net-worth individuals, charitable organizations, and business entities. The firm employs a variety of analytical methods and investment instruments, offering both discretionary and non-discretionary services while focusing on customized client solutions.
Based on Shore Financial Advisors, LLC
Based on Shore Financial Advisors, LLC
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Fee-only: Asset-based portfolio management fees as per tiered schedule above
21 S. Harrison Street
Easton, MD 20601
Maryland
Shore Financial Advisors, LLC
2024 - Present (2 years)
HS Consulting, LLC
2023 - Present (3 years)
Tred Avon Family Wealth
2023 - 2024 (1 year)
Connectyourcare
2013 - 2023 (10 years)
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Other specialized services
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