Stoneliving Securities, LLC

Overview

Stoneliving Securities, LLC is organized as a limited liability company and is registered with the SEC since 2010. FINTRX classifies the firm as an investment bank and lists its owner type as a combination of a domestic entity and an individual. The firm does not identify as a capital allocator or an active ESG investor, and the record indicates it is not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The public record supplied to FINTRX contains very little on client segmentation, fee schedules, advisory activities or specific business lines. The “investment bank” designation suggests the firm’s regulatory and operating posture is oriented toward securities/intermediary services rather than a traditional discretionary wealth manager, but concrete details about services offered and target clients were not provided in the data set.

Assets & Accounts