Eugene Stone has been an investment adviser representative at Almanack Investment Partners since August 2020, and is not listed among the firm’s executive officers or direct owners.
Almanack Investment Partners, LLC is a Newtown Square, PA firm with $946M under management, 426 clients and 13 advisers across 4 offices, as of its July 2026 filing.
Eugene Stone’s longest registration is the current one, 6 years at Almanack Investment Partners since 2020. Before joining Almanack Investment Partners in 2020, Eugene Stone was registered through Avalon Investment & Advisory.
- Almanack Investment PartnersCurrent– present · 6 yearsProspect, KY · Adviser representative · Firm CRD 282428
- Avalon Investment & Advisory– · 1 yearHouston, TX · Adviser representative · Firm CRD 112556
Investment adviser representative registrations
Eugene Stone is registered as an investment adviser representative in 2 states. The first approvals date from August 2020; the most recent is Kentucky, in January 2026.
- KentuckySince 22 January 2026
- PennsylvaniaSince 24 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 October 1994 |
| Series 7 | General Securities Representative Examination | 3 October 1994 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eugene William Stone
- CRD
- 2533249
- Firm
- Almanack Investment Partners · CRD 282428
- Office
- Prospect, KY
- Registration
- Investment adviser registration
- In the industry since
- January 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Eugene Stone work?
Eugene Stone is an investment adviser representative registered through Almanack Investment Partners, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Eugene Stone a financial advisor?
Yes. Eugene Stone has a current investment-adviser registration in Kentucky and Pennsylvania, through Almanack Investment Partners since August 2020.
How many years of experience does Eugene Stone have?
Eugene Stone has 7 years in the financial industry, since January 2019, across 2 adviser firms.
What exams has Eugene Stone passed?
Eugene Stone has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1994.
Where did Eugene Stone work before Almanack Investment Partners?
Before Almanack Investment Partners, Eugene Stone was registered through Avalon Investment & Advisory, September 2018 to May 2020.
Where is Eugene Stone based?
Eugene Stone’s registered office is in Prospect, KY.
Is Eugene Stone registered with FINRA?
No. Eugene Stone has no current broker registration.
How can I verify Eugene Stone’s record?
Search CRD 2533249 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eugene Stone’s full registration record.
