Stonehaven, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
158
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
118913
Registered since
March 15, 2002

Firm profile

FINTRX

Overview

Stonehaven, LLC is organized as a limited liability company and is classified in public metadata as an investment bank. Ownership is listed as a combination of a domestic entity and individual stakeholders. The firm is not identified as a capital allocator, is not marked as an active ESG investor, and is not listed as a pension consultant or a related adviser. It is also not designated as a multi-state adviser in the available records. The available descriptors point toward a focus on investment-banking activities rather than traditional fee-based wealth management or discretionary asset management, though specific service lines, client segments, and fee arrangements are not disclosed in the material provided.

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

Owners & executives

3 of 24
  • Michael Walsh

    Michael Walsh

    CEOCRD 2181084

  • Joseph Weilgus

    Joseph Weilgus

    Chief Executive OfficerCRD 6021512

  • Alan Sheriff

    Alan Sheriff

    Founder and Chief Executive OfficerCRD 1170259

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Contacts

3 of 134
  • Marc McLean

    Marc McLean

    PresidentCRD 5783478

  • Brian Grossman

    Brian Grossman

    FounderCRD 5210373

  • Jon Conner

    Jon Conner

    Managing Director, FounderCRD 3253363

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
600 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth