Wells Fargo Advisors
47yrs
Top advisor by experience in Fort Myers
37yrs
Michael Stone
Full name on record: Michael John Stone
Financial advisor at Cetera Investment Advisers
Michael Stone has worked in the financial industry for 37 years and is a fiduciary financial advisor based in Fort Myers, Florida. Michael has been with Cetera Investment Advisers since 2020; before that, Michael spent six years at First Allied Advisory Services and four years at Freedom Advisors Tax and Financial Planning. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 470 advisors with offices in Fort Myers, and one of 423 fiduciaries.
At a glance
Experience37 years (since 1989)
How that compares ?Top 6% by experience nationwide
Office2069 First Street, Suite 204, Fort Myers, FL 33901
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?2 states
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowCetera Investment Advisers LLCCurrent firm
- 2015 – 2020First Allied Advisory Services, Inc.Previously
- 2007 – 2010Freedom Advisors Tax and Financial PlanningPreviously
- 2006 – 2014Osaic Wealth, Inc.Previously
- 2001 – 2006UBS Financial Services Inc.Previously
Contact Michael
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Michael. 2069 First Street, Suite 204Fort Myers, FL 33901Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Michael Stone. Michael works from the Fort Myers, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1989, about 37 years. Top 6% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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