SONENSHINE & COMPANY LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
104357
Registered since
April 12, 2001

Firm profile

FINTRX

Overview

Sonenshine & Company LLC is an SEC-registered limited liability company formed in 2001. FINTRX classifies the firm as unclassified and identifies its owner type as a domestic entity and individual. The firm's profile indicates it does not operate as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant. Details about advisory activities, client segments, fee schedules, and manager allocation preferences were not provided in the source data. The combination of an early SEC registration year and sparse public disclosures suggests a small, narrowly scoped advisory entity or a firm that is not currently reporting typical retail or institutional advisory activity. The absence of provided business activity descriptions and the “unclassified” designation mean there is limited visibility into the firm's target clients, investment approach, or service model.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Randy Stouber

    CFOCRD 1104531

Contacts

3 of 5
  • David Piskun

    AnalystCRD 8198666

  • Gabriel Rodan

    Investment Banking Senior AnalystCRD 7404974

  • HARVEY SONENSHINE

    FounderCRD 1581222

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
505 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth