Stone Key Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
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 that operates as an investment bank. The firm is owned by domestic entities and individuals; its public profile does not list retail wealth-management services, fee schedules, or client segments. Reporting fields indicate it does not serve as a capital allocator and it is not identified as an active ESG investor. Other descriptor fields — such as advisory activities, pension consulting, and related-adviser status — are not populated in the source data.

Assets & Accounts

Investments & Alternatives

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 7
  • 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

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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