Stone Key Securities LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Greenwich, Connecticut
CRD number
152341
Registered since
December 21, 2010

Firm profile

FINTRX

Overview

Stone Key Securities LLC is an SEC-registered limited liability company that first registered in 2010 and is classified in the source data as an investment bank. The firm is recorded as being owned by a domestic entity and at least one individual. The profile lists the firm as not acting as a capital allocator and not identifying as an active ESG investor. Available attributes indicate Stone Key Securities does not operate as a multi-state adviser, was not newly formed at the time of the snapshot, and is not identified as a pension consultant or related adviser. Those items, together with the "investment bank" classification, suggest the firm's activities are oriented toward transaction and advisory work rather than running discretionary client portfolios.

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

Contacts

3 of 8
  • Michael Urfirer

    Michael Urfirer

    Founding PartnerCRD 1199849

  • Patrick McDonough

    Patrick McDonough

    FounderCRD 1530426

  • Earl Hedin

    Earl Hedin

    Managing PartnerCRD 1976430

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, 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
Fairfield
Address
411 W Putnam Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth