Gregory S. Makela

STONE BLUE CAPITAL LLC

DARIEN, CT 06820

Some features on this profile are disabled

CRD#: 1100727

Professional summary

Gregory Strickler Makela is a registered financial advisor currently at STONE BLUE CAPITAL LLC located in Darien, Connecticut.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Gregory has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Stone Blue Capital LLC -INVESTMENT MANAGEMENT- EFFECITVE DATE 07/2020- 1 HOUR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Strickler Makela's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2025 - Present

STONE BLUE CAPITAL LLC

Office #1: 320 Boston Post Road Suite 180-102, Darien, CT 06820

RIA

CRD#: 334535

DARIEN, CT

Past

July 9, 2024 - December 31, 2024

EMBREE FINANCIAL GROUP

RIA

CRD#: 108233

CHICAGO, IL

Past

June 1, 2009 - January 13, 2021

MORGAN STANLEY

RIA

CRD#: 149777

GREENWICH, CT

Past

June 1, 2009 - January 13, 2021

MORGAN STANLEY

CRD#: 149777

GREENWICH, CT

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

GREENWICH, CT

Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

GREENWICH, CT

Past

August 30, 1991 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

GREENWICH, CT

Past

March 24, 1983 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

GREENWICH, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(6/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/5/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/23/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 11/7/1989

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/19/1983

General Securities Representative Examination

Current Firm

STONE BLUE CAPITAL LLC

CRD#: 334535 / SEC#:

Connecticut

Registered Investment Advisory firm - (6/24/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

320 Boston Post Road Suite 180-102, Darien, CT 06820

Mailing Address

Phone number

(203) 750-8767

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Brian Marchini

LPL ENTERPRISE, LLC

IAR

White Plains, NY

Philip Meese

AE WEALTH MANAGEMENT, LLC

IAR

Darien, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Gregory S. Makela

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Strickler Makela's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMBREE FINANCIAL GROUP

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/2000

Series 63

Date: 8/23/1984

SIE

Date: 10/1/2018

Series 3

Date: 11/7/1989

Series 7

Date: 3/19/1983

Current Firm

STONE BLUE CAPITAL LLC

Contact information

Documents

Red Flags

Company Information

STONE BLUE CAPITAL LLC

TRUST BUT VERIFY

Similar Advisors