Stoneliving Securities, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Miami Beach, Florida
CRD number
153565
Registered since
December 3, 2010

Firm profile

FINTRX

Overview

Stoneliving Securities, LLC is a limited liability company that has been registered with the SEC since 2010 and is classified as an investment bank. Ownership is listed as a mix of a domestic entity and an individual. Public filings identify the firm as not acting as a capital allocator and not operating as an active ESG investor. The firm's regulatory profile indicates it is not registered as a multi-state adviser, is not flagged as a pension consultant, and is not identified as a related adviser. The dataset provides minimal detail about the firm's specific advisory services, fee schedule, client types, or day-to-day business activities.

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

2 of 2
  • Stephen Miles

    Stephen Miles

    Co-Founder & CEOCRD 3093225

  • Thomas Geoffroy

    Thomas Geoffroy

    Chief Financial OfficerCRD 6309701

Contacts

3 of 4
  • John Flaherty

    John Flaherty

    Managing DirectorCRD 2001568

  • Steven Ernest

    Steven Ernest

    DirectorCRD 5676698

  • Brian Fordon

    Brian Fordon

    Business Development RepresentativeCRD 6683799

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami Beach, FL

Miami Dade

Location

Miami Beach, FL

Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1680 Michigan Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth