Stoneliving Securities, LLC

Overview

Stoneliving Securities, LLC is organized as a limited liability company and has been SEC-registered since 2010. The firm is classified in the data as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. The record indicates a narrow regulatory and operating profile: Stoneliving is not identified as a capital allocator, does not self-report active ESG investing, and is not designated as a multi-state adviser. It is also not listed as a newly formed adviser, a pension consultant, or a related adviser. The dataset does not provide detail on the firm’s advisory or business activities, client segments, or fee arrangements.

Assets & Accounts

Location & Offices