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Shareholder/investment Adviser Representative · Bullseye Investment Management, LLC

Robert W. Stone

CRD 7169133 · Named on Form ADV at one SEC-registered adviser

At a glance

Bullseye Investment Management, LLC, an SEC-registered wealth manager based in Cincinnciati, OH with $226 million in regulatory assets, lists Robert W. Stone on its Form ADV as Shareholder/investment Adviser Representative.

Firms and roles

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Robert’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
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.