Michael Stone has been an investment adviser representative at Porter White Investment Advisors since September 2011, and is not listed among the firm’s executive officers or direct owners.
Porter White Investment Advisors, Inc. is a Birmingham, AL firm with $748M under management, 114 clients and 5 advisers in one office, as of its April 2026 filing.
- – present · 15 yearsBirmingham, AL · Adviser representative · Firm CRD 110876
Investment adviser representative registrations
Michael Stone is registered as an investment adviser representative in Alabama, since September 2011.
- AlabamaSince 23 September 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 50 | Municipal Advisor Representative Qualification Exam | 27 July 2017 |
| Series 79 | Investment Banking Registered Representative Examination | 3 November 2016 |
| Series 66 | Uniform Combined State Law Examination | 22 September 2011 |
| Series 7 | General Securities Representative Examination | 24 June 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Municipal Advisor Representative Qualification Exam
- Name
- Investment Banking Registered Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Christopher Stone
- CRD
- 5894468
- Firm
- Porter White Investment Advisors · CRD 110876
- Office
- 1927 1ST AVENUE NORTH, 10TH FLOOR, Birmingham, AL 35203-4103
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Stone work?
Michael Stone is an investment adviser representative registered through Porter White Investment Advisors, Inc. since September 2011, and is not listed among the firm’s executive officers or direct owners.
Is Michael Stone a financial advisor?
Yes. Michael Stone has a current investment-adviser registration in Alabama, through Porter White Investment Advisors since September 2011.
How many years of experience does Michael Stone have?
Michael Stone has 15 years in the financial industry, since June 2011, across 1 adviser firm.
What exams has Michael Stone passed?
Michael Stone has passed 4 licensing exams: the Series 7, Series 66, Series 79 and Series 50. The earliest, the Series 7, was passed in June 2011. FINRA credited Michael Stone with the SIE, which began in October 2018.
Where is Michael Stone based?
Michael Stone’s registered office is in Birmingham, AL.
Is Michael Stone registered with FINRA?
Yes. Michael Stone has a current broker registration, under CRD 5894468.
Source: FINRA BrokerCheck
How can I verify Michael Stone’s record?
Search CRD 5894468 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Stone’s full registration record.