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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

MICHAEL STONE

Advisor at SUNSTONE ADVISORS, LLC

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5cdfd62b-07d9-ec03-4de9-5dc7ce288a16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Jan 23, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Michael Stone

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUNSTONE ADVISORS, LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jan 5, 2006
First registration: Jan 23, 2006
Dual registered: yes, broker-dealer
Other names: MIKE STONE
IAPD individual key: 5079106

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUNSTONE ADVISORS, LLC	Asset manager	Jan 23, 2023	n/a	yes	IRVINE, CA	Current employment
MORGAN STANLEY	Wirehouse	Jan 22, 2020	Mar 17, 2022	no	Greenwood Village, CO	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Jan 23, 2006	Feb 10, 2020	no	LOS ANGELES, CA\|NASHVILLE, TN\|Denver, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MORGAN STANLEY	SUNSTONE ADVISORS, LLC	Mar 17, 2022	Jan 23, 2023	312	Firm change	Wirehouse to new firm
ALLIANCEBERNSTEIN L.P.	MORGAN STANLEY	Feb 10, 2020	Jan 22, 2020	-19	Firm change	Other

Relationships

Registered with (3)

→ SUNSTONE ADVISORS, LLCRegistered adviserregistration: current employment
Jan 23, 2023 to presentfactForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jan 22, 2020 to Mar 17, 2022factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Jan 23, 2006 to Feb 10, 2020factForm ADV

Dated events

Occurred
Mar 17, 2022
Advisor changed firm
Michael Stone left Morgan Stanley for Sunstone Advisors, Llc (registered 2023-01-23)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5cdfd62b-07d9-ec03-4de9-5dc7ce288a16
First observed: Jan 23, 2006
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MICHAEL STONE

Advisor at SUNSTONE ADVISORS, LLC

IRVINE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5cdfd62b-07d9-ec03-4de9-5dc7ce288a16

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:56 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SUNSTONE ADVISORS, LLC

Asset manager

Jan 23, 2023

n/a

yes

IRVINE, CA

Current employment

MORGAN STANLEY

Wirehouse

Jan 22, 2020

Mar 17, 2022

Greenwood Village, CO

Previous registration

ALLIANCEBERNSTEIN L.P.

Other adviser

Jan 23, 2006

Feb 10, 2020

LOS ANGELES, CA|NASHVILLE, TN|Denver, CO

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MORGAN STANLEY

SUNSTONE ADVISORS, LLC

Mar 17, 2022

Jan 23, 2023

312

Firm change

Wirehouse to new firm

ALLIANCEBERNSTEIN L.P.

MORGAN STANLEY

Feb 10, 2020

Jan 22, 2020

-19

Firm change

Other