ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Clarks Green
46yrs

Stephen Moore

Financial advisor at Stone Securities

Stephen Moore has worked in the financial industry for 46 years and is a fiduciary financial advisor based in Clarks Green, Pennsylvania. Stephen joined Stone Securities in 2012, a firm offering investment management. Stone Securities reports being paid through a percentage of assets.

One of 6 advisors with offices in Clarks Green, and one of 6 fiduciaries.

Clarks Green, PA 18411Top advisor by experience in Clarks GreenFiduciary advisor
Call the officeDirections

At a glance

Experience46 years (since 1981)
How that compares ?Top advisor by experience in Clarks Green
Office281 E. Grove St, Clarks Green, PA 18411
How the firm is paid ?Percent of assets
Typical client at the firm ?$704,708
Advisors at the firm4
States licensed ?1 state

Services through Stone Securities

Investment management for individuals and small businessesOther services

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2012 – now
  2. 2003 – 2006
    Stone Securities, Inc.Previously

Questions to ask Stephen

Tailored to Stephen’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Stephen

How do I contact Stephen?

Call Stone Securities at (570) 585-0825 and ask for Stephen Moore. Stephen works from the Clarks Green, PA office.

How long has Stephen been a financial advisor?

Stephen has been in the industry since 1981, about 46 years. Top advisor by experience in Clarks Green.

What licenses does Stephen hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Stephen a fiduciary?

Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Stephen paid?

Stone Securities reports being paid by a percentage of the assets they manage. Ask Stephen 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.

Other advisors nearby

Commonwealth Financial Network
33yrs
Veronica Dende
Financial advisor
112 North Abington Road
Clarks Green, PA 18411
Top 12% by experience nationwide
Fiduciary
Call Directions
Stone Securities
31yrs
Cheryl Chin
Financial advisor
281 E. Grove St
Clarks Green, PA 18411
Top 14% by experience nationwide
Fiduciary
Call Directions
Stone Securities
27yrs
Glenn Ferrell
Financial advisor
281 E. Grove St
Clarks Green, PA 18411
Top 22% by experience nationwide
Fiduciary
Call Directions
Stone Securities
13yrs
Clare Kull
Financial advisor
281 E. Grove St
Clarks Green, PA 18411
13 years in the industry
FiduciaryInvesting
Call Directions
Capstone Wealth Management Group
10yrs
Richard Condeelis
Financial advisor
285 East Grove Street
Clarks Green, PA 18411
More experience than 50% of advisors at Capstone Wealth Management Group
FiduciaryPlanningInvesting
Call Directions

See all advisors near Clarks Green