Stoneliving Securities, LLC
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 153565
- Registered since
- December 3, 2010
- Website
- www.livingstonepartners.com
Firm profile
FINTRXOverview
Stoneliving Securities, LLC is organized as a limited liability company and appears in regulatory records as an SEC-registered firm since 2010. The firm is categorized as an investment bank and is owned by a domestic entity/individual. The available profile does not list advisory business lines, client segments, or fee arrangements. Regulatory attributes in the record indicate Stoneliving Securities is not identified as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, and is not designated as a pension consultant or a related adviser. The firm did not provide additional detail on business activities, advisory services, or affiliations in the source data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Stephen Miles
Co-Founder & CEOCRD 3093225

Thomas Geoffroy
Chief Financial OfficerCRD 6309701
Contacts
3 of 4John Flaherty
Managing DirectorCRD 2001568

Steven Ernest
DirectorCRD 5676698

Brian Fordon
CRD 6683799
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1680 Michigan Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Rise Financial Services, LLC
Broker-DealerMiami Beach, FL
Phcp, LLC
Broker-DealerMiami Beach, FL
Vasiliou & Company, Inc.
Broker-DealerMiami Beach, FL
FT Global Capital, Inc.
Broker-DealerMiami Beach, FL
Demeter Advisory Group, LLC
Broker-DealerMiami Beach, FL
Plural Brokerage LLC
Broker-DealerMiami Beach, FL