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 organized as a limited liability company and is categorized as an investment bank rather than a traditional registered investment adviser. The firm first registered with the SEC in 2010 and is owned by a domestic entity and/or individual. FINTRX records indicate Stone Key does not act as a capital allocator and is not identified as an active ESG investor. The dataset does not include details on specific business lines, advisory mandates, client segments, or fee structures, which suggests the firm likely focuses on investment-banking activities (placement, underwriting, or corporate advisory) rather than discretionary wealth management.

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
  • Yuttichai Sommala

    AnalystCRD 8027316

  • MICHAEL URFIRER

    Founding PartnerCRD 1199849

  • SUMIT LADDHA

    PartnerCRD 4688460

Unlock 5 more contacts

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