California hybrid managing $200 million switches from Cetera to SA Stone

California hybrid managing $200 million switches from Cetera to SA Stone
SB Wealth of San Clemente will use firm's broker-dealer and RIA.
MAY 09, 2019
SB Wealth, a hybrid adviser managing $200 million in assets in San Clemente, Calif., has affiliated with SA Stone, which is based in Birmingham, Ala. (More: See more adviser moves in InvestmentNews' Adviser on the Move database.) The hybrid will use SA Stone Wealth Management as its broker-dealer and SA Stone Investment Advisors as its registered investment adviser. The firm was formerly affiliated with Cetera Advisor Networks.

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