Stone Key Securities LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
152341
Registered since
December 21, 2010

Firm profile

FINTRX

Overview

Stone Key Securities LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. FINTRX records a "SEC Registered Year" of 2010 and lists the owner type as a domestic entity and individual. The snapshot does not describe a fee schedule, client base, or the firm's specific business and advisory activities. Several regulatory/operational flags are captured in the profile: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not a multi-state adviser, and is not set up as a pension consultant or related adviser. Those attributes, together with the sparse activity details, are consistent with a firm focused on investment-banking or capital-markets services rather than running retail or institutional advisory portfolios.

Assets & Accounts

Location & Offices

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

Contacts

3 of 8
  • Yuttichai Sommala

    Yuttichai Sommala

    AnalystCRD 8027316

  • Michael Urfirer

    Michael Urfirer

    Founding PartnerCRD 1199849

  • Sumit Laddha

    Sumit Laddha

    PartnerCRD 4688460

Unlock 5 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
411 W Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth