Sole Member; Founder, Chief Executive Officer & Chief Compliance Officer · Stone Island Financial Planning
Michael C. McAlister
CRD 4531504 · Named on Form ADV at one SEC-registered adviser
At a glance
Stone Island Financial Planning, an SEC-registered wealth manager based in Naperville, IL with $134 million in regulatory assets, lists Michael C. McAlister on its Form ADV as Sole Member; Founder, Chief Executive Officer & Chief Compliance Officer, a control person.
Firms and roles
- Stone Island Financial PlanningSole Member; Founder, Chief Executive Officer & Chief Compliance OfficerWealth manager · Naperville, IL · $134M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.