Wells Fargo Advisors
46yrs
Top advisor by experience in Bradenton
6yrs
Michael Stone
Financial advisor at Cambridge Investment Research Advisors
Michael Stone has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Bradenton, Florida. Michael joined Cambridge Investment Research Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Cambridge Investment Research Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 275 advisors with offices in Bradenton, and one of 244 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office7970 Cooper Creek Blvd., Bradenton, FL 34201
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational 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
- 2023 – nowCambridge Investment Research Advisors, Inc.Current firm
Contact Michael
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Michael. 7970 Cooper Creek Blvd.Bradenton, FL 34201Office · Get directions Instagram pageCambridge Investment Research Advisors
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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 Cambridge Investment Research Advisors at (641) 472-5100 and ask for Michael Stone. Michael works from the Bradenton, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2021, about 6 years. 6 years in the industry.
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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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