Stonepeak Securities LLC

Broker-DealerFINRA MemberEst. 2022

Total AUM

—

Advisory reps

30

Avg account

$0

Firm details

Headquarters: New York, New York
CRD number: 316392
Registered since: June 22, 2022
Website: stonepeak.com

Firm profile

FINTRX

Overview

Stonepeak Securities LLC is a limited liability company that registered with the SEC in 2022. Ownership is recorded as a combination of a domestic entity and an individual, and regulatory metadata classifies the firm as "unclassified." FINTRX flags the firm as not acting as a capital allocator, not identifying as an active ESG investor, and not operating as a multi-state adviser; it is also not labeled a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Michael Dorrell
Chairman, CEO & Co-FounderCRD 4477127

Contacts

3 of 29

Anna Merkulova
Senior AssociateCRD 7402621
Daniel Ambrose
Vice PresidentCRD 6360088
Katherine Dorsey
PrincipalCRD 5440018

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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: 550 W 34th St
Time zone: ET (UTC-5)
Office locations

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