Stonecastle Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
14
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
131211
Registered since
September 28, 2004

Firm profile

FINTRX

Overview

Stonecastle Securities, LLC is organized as a limited liability company and is listed as an unclassified entity in the available dataset. Ownership is indicated as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and there are no flags indicating pension consulting activity or related-adviser status. The firm has not provided public details about its business lines, advisory services, client segments, or fee schedules.

Assets & Accounts

Investments & Alternatives

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 14
  • Shannon Jemmoth

    Shannon Jemmoth

    Managing DirectorCRD 1603006

  • Barry Best

    Barry Best

    Managing DirectorCRD 2420226

  • Colin Ives

    Managing DirectorCRD 2564632

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, 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
New York
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth