Joshua Savoie has been an investment adviser representative at Stone Wealth Partners since August 2025, and is not listed among the firm’s executive officers or direct owners.
Stone Wealth Partners LLC is a Lafayette, LA firm with $143M under management, 375 clients and 6 advisers across 2 offices, as of its September 2026 filing.
- Stone Wealth Partners LLCCurrent– present · 1 yearLafayette, LA · Adviser representative · Firm CRD 308429
Investment adviser representative registrations
Joshua Savoie is registered as an investment adviser representative in 2 states. Each was approved in August 2025.
- LouisianaSince 15 August 2025
- TexasSince 14 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 July 2025 |
| Series 7TO | General Securities Representative Examination | 12 May 2025 |
| SIE | Securities Industry Essentials Examination | 16 January 2025 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joshua L Joseph Savoie
- CRD
- 8039993
- Firm
- Stone Wealth Partners · CRD 308429
- Office
- 1200 CAMELLIA, SUITE 101, Lafayette, LA 70508
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Joshua Savoie work?
Joshua Savoie is an investment adviser representative registered through Stone Wealth Partners LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joshua Savoie a financial advisor?
Yes. Joshua Savoie has a current investment-adviser registration in Louisiana and Texas, through Stone Wealth Partners since August 2025.
How many years of experience does Joshua Savoie have?
Joshua Savoie has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Joshua Savoie passed?
Joshua Savoie has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2025.
Where is Joshua Savoie based?
Joshua Savoie’s registered office is in Lafayette, LA.
Is Joshua Savoie registered with FINRA?
No. Joshua Savoie has no current broker registration.
How can I verify Joshua Savoie’s record?
Search CRD 8039993 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Savoie’s full registration record.