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 the dataset as an investment bank. The firm first registered with the SEC in 2010. Ownership is recorded as a combination of a domestic entity and individual owners. The FINTRX snapshot flags several operational characteristics: Stone Key Securities is not listed as a capital allocator, is not an active ESG investor, and is not identified as a multistate adviser, pension consultant, related adviser, or a newly formed adviser. The source did not provide specifics on the firm’s business activities, advisory services, client segments, or fee arrangements.

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
  • Michael Urfirer

    Michael Urfirer

    Founding PartnerCRD 1199849

  • Patrick McDonough

    Patrick McDonough

    FounderCRD 1530426

  • Earl Hedin

    Earl Hedin

    Managing PartnerCRD 1976430

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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