Stone Securities Inc.

Overview

Stone Securities Inc. is a small, single-office registered representative operation that provides portfolio management services to individual and family clients and small businesses. The firm operates on a percentage-of-AUM fee model and functions as a registered rep of a broker-dealer while also offering advisory services focused on discretionary portfolio management. It does not present itself as a multi-state adviser, does not identify as an ESG investor, and is structured as a domestic corporation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices