STONELIVING SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
MIAMI BEACH, Florida
CRD number
153565
Registered since
December 3, 2010

Firm profile

FINTRX

Overview

Stoneliving Securities, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The firm is registered with the SEC (registration year listed as 2010) and is identified as having both a domestic-entity and individual ownership structure. The record indicates the firm does not operate as a capital allocator and is not active on ESG investing, nor is it listed as a multi-state adviser, pension consultant, or related adviser. The firm provided no descriptive detail about its specific business lines or advisory activities in the source material. That lack of disclosure limits visibility into client segments served, fee arrangements, or the scope of capital-markets or advisory work it undertakes.

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

2 of 2
  • STEPHEN MILES

    Co-Founder & CEOCRD 3093225

  • THOMAS GEOFFROY

    Chief Financial OfficerCRD 6309701

Contacts

3 of 4
  • Steven Ernest

    DirectorCRD 5676698

  • JOHN FLAHERTY

    Managing DirectorCRD 2001568

  • TIMOTHY ANDERSON

    Registered RepresentativeCRD 4483747

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth