STONECASTLE SECURITIES, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 131211
- Registered since
- September 28, 2004
Firm profile
FINTRXOverview
Stonecastle Securities, LLC is organized as a limited liability company and has been SEC-registered since 2004. Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory classification is recorded as unclassified. Available filings and the FINTRX snapshot flag a number of operational attributes: Stonecastle Securities is not identified as a capital allocator, it does not self-identify as an active ESG investor, it is not listed as a multi-state adviser, it is not newly formed, and it is not described as a pension consultant or a related adviser. The firm did not provide detail on its specific business activities or advisory offerings in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12LAWRENCE TAYLOR
Managing DirectorCRD 2783181
JONATHAN STAMMELMAN
ControllerCRD 4525427
SHANNON JEMMOTH
Managing DirectorCRD 1603006
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 152 W 57th St
- Time zone
- ET (UTC-5)
- Office locations
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