UBS Financial Services
46yrs
Top advisor by experience in Rochester
32yrs
Mark Stone has worked in the financial industry for 32 years and is a financial advisor based in Rochester, New York. Mark joined Ameriprise Financial Services in 2006, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office2290 East Ave 3rd Floor, Rochester, NY 14610
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2006 – nowAmeriprise Financial Services, LLCCurrent firm
Contact Mark
Local office(585) 295-2140Ask for Mark. (612) 671-3131Main office · Minneapolis, MN 2290 East Ave 3rd FloorRochester, NY 14610Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call Mark’s local office at (585) 295-2140 or the Ameriprise Financial Services main office at (612) 671-3131, and ask for Mark Stone.
How long has Mark been a financial advisor?
Mark has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark 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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