Robert Stone has been Shareholder/Investment Adviser Representative of Bullseye Investment Management since August 2021, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Bullseye Investment Management, LLC is a Cincinnciati, OH firm with $226M under management, 1,120 clients and 4 advisers across 8 offices, as of its March 2026 filing.
- – present · 7 yearsHurricane, WV · Adviser representative · Firm CRD 145158
Investment adviser representative registrations
Robert Stone is registered as an investment adviser representative in Kentucky, since August 2019.
- KentuckySince 21 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 August 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Wilford Stone
- CRD
- 7169133
- Firm
- Bullseye Investment Management · CRD 145158
- Role
- Shareholder/Investment Adviser Representative
- Office
- 101 CARRIAGE WAY, SUITE 202, Hurricane, WV 25526
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Stone work?
Robert Stone has been Shareholder/Investment Adviser Representative of Bullseye Investment Management, LLC since August 2021.
Is Robert Stone a financial advisor?
Yes. Robert Stone has a current investment-adviser registration in Kentucky, through Bullseye Investment Management since August 2019.
How many years of experience does Robert Stone have?
Robert Stone has 7 years in the financial industry, since August 2019, across 1 adviser firm.
What exams has Robert Stone passed?
Robert Stone passed the Series 65 in August 2019.
Where is Robert Stone based?
Robert Stone’s registered office is in Hurricane, WV.
Is Robert Stone registered with FINRA?
No. Robert Stone has no current broker registration.
How can I verify Robert Stone’s record?
Search CRD 7169133 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Stone’s full registration record.
