Joseph Stone Capital L.L.C.

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
26
Avg account
$0

Firm details

Headquarters
Garden City, New York
CRD number
159744
Registered since
February 26, 2013

Firm profile

FINTRX

Overview

Joseph Stone Capital L.L.C. is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm has been SEC-registered since 2013 and is owned by a combination of a domestic entity and an individual. FINTRX flags indicate the firm is not positioned as a capital allocator and is not identified as an active ESG investor. Several adviser attributes are negative in the snapshot: the firm is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not shown as a related adviser. Specifics about its client mix, fee schedules, business lines, or advisory offerings were not provided in the FINTRX snapshot.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Damian Maggio

    Damian Maggio

    CEOCRD 2864247

  • Richard Nelson

    Richard Nelson

    Chief Market StrategistCRD 1128664

Contacts

3 of 24
  • Shawn Forsythe

    CRD 8155111

  • Omar Fernandez

    RepresentativeCRD 2262319

  • Imtiaz Khan

    Imtiaz Khan

    Senior AdvisorCRD 4084250

Unlock 21 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Garden City, NY

Nassau

Location

Garden City, NY

Headquartered in Garden City, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Nassau
Address
585 Stewart Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth