STONEGATE CAPITAL MARKETS, INC.

Broker-DealerFINRA MemberEst. 1972
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
6376
Registered since
December 14, 1972

Firm profile

FINTRX

Overview

Stonegate Capital Markets, Inc. is recorded as a corporation operating in the capital markets space. FINTRX classifies the firm as an investment bank and shows its SEC registration dating to 1972. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator or as an active investment adviser in FINTRX’s profile: it is not flagged as a multi-state adviser, pension consultant, or related adviser, and is not listed as an active ESG investor. Details about business activities and advisory services were not provided in the source data.

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

1 of 1
  • JESSE SHELMIRE

    Co-CEO, PartnerCRD 1008550

Contacts

3 of 7
  • SCOTT GRIFFITH

    PartnerCRD 873111

  • DAVID STORMS

    Director of ResearchCRD 6668923

  • ZACHARY AMREIN

    Managing DirectorCRD 7263467

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
500 Crescent Ct
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth