Joseph Stone Capital L.L.C.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Garden City, New York
CRD number
159744
Registered since
February 26, 2013

Firm profile

FINTRX

Overview

Joseph Stone Capital L.L.C. is organized as a limited liability company and is classified in the source data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual, suggesting a hybrid ownership structure rather than a purely institutional owner. The firm is not characterized as a capital allocator and is not identified as an active ESG investor. Other classifications in the source record note that it is not a multi-state adviser, not a pension consultant, and not listed as a related adviser.

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

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Garden City, NY

Nassau

Location

Garden City, NY

Headquartered in Garden City, 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
Nassau
Address
585 Stewart Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth