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 organized as a limited liability company and appears in regulatory records as an SEC-registered firm since 2010. The firm is categorized as an investment bank and is owned by a domestic entity/individual. The available profile does not list advisory business lines, client segments, or fee arrangements. Regulatory attributes in the record indicate Stoneliving Securities is not identified as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, and is not designated as a pension consultant or a related adviser. The firm did not provide additional detail on business activities, advisory services, or affiliations in the source data.

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

    CRD 6683799

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth