Stoneliving Securities, LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 153565
- Registered since
- December 3, 2010
- Website
- www.livingstonepartners.com
Firm profile
FINTRXOverview
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 rather than a traditional registered investment adviser or asset manager. The record identifies the owner type as a mix of a domestic entity and an individual. The firm is not listed as a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser.
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
Owners & executives
2 of 2
Stephen Miles
Co-Founder & CEOCRD 3093225
Thomas Geoffroy
Chief Financial OfficerCRD 6309701
Contacts
3 of 3
Steven Ernest
DirectorCRD 5676698
John Flaherty
Managing DirectorCRD 2001568
David Proskin
Managing DirectorCRD 5062532
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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