Joseph Stone Capital L.L.C.

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
27
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 an SEC-registered limited liability company formed in 2013 and identified in FINTRX as operating in the role of an investment bank. Ownership is recorded as a combination of a domestic entity and an individual. FINTRX does not list client types, fee schedules, or specific advisory services for the firm. The record flags the firm as not active on ESG initiatives, not a capital allocator, not a multi-state adviser, not newly formed, not a pension consultant, and not 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

2 of 2
  • Damian Maggio

    Damian Maggio

    CEOCRD 2864247

  • Richard Nelson

    Richard Nelson

    Chief Market StrategistCRD 1128664

Contacts

3 of 25
  • Shawn Forsythe

    CRD 8155111

  • Omar Fernandez

    RepresentativeCRD 2262319

  • Imtiaz Khan

    Imtiaz Khan

    Senior AdvisorCRD 4084250

Unlock 22 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth