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 classified in the source data as an investment bank. The firm was first registered with the SEC in 2010 and is owned by a combination of a domestic entity and an individual. In the provided profile it is identified as not serving as a capital allocator and is not marked as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The profile does not list advisory or fee-model details, and the available attributes point toward broker‑dealer / investment banking activity rather than a traditional asset-management or registered investment adviser business.

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

    Yuttichai Sommala

    AnalystCRD 8027316

  • Michael Urfirer

    Michael Urfirer

    Founding PartnerCRD 1199849

  • Sumit Laddha

    Sumit Laddha

    PartnerCRD 4688460

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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