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PS

Peter R. Stone

STONEPINE ADVISORS
ENGLEWOOD, CO 80112
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CRD#: 2231110
PS

Professional summary


Peter Ronald Stone is a registered financial professional currently at STONEPINE ADVISORS, LLC located in Englewood, Colorado.

Peter is registered as a RR (Registered Representative) and started their career in finance in 1995. Peter has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 79 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Peter Ronald Stone'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

November 8, 2016 - Present

STONEPINE ADVISORS, LLC

Office #1: 8310 S Valley Highway Suite 300, Englewood, CO 80112
BD
CRD#: 154217
ENGLEWOOD, CO
Past

March 14, 2011 - December 31, 2014

MULTIPLE FINANCIAL SERVICES, INC.

BD
CRD#: 100100
SAN JUAN CAPISTRANO, CA
Past

February 22, 2011 - December 31, 2014

MULTIPLE FINANCIAL SERVICES, INC.

RIA
CRD#: 100100
SAN MATEO, CA
Past

June 7, 2007 - March 30, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PALTO ALTO, CA
Past

February 27, 2007 - March 30, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 21, 2005 - February 20, 2007

MULTIPLE FINANCIAL SERVICES, INC.

BD
CRD#: 100100
SAN JUAN CAPISTRANO, CA
Past

January 24, 2002 - March 17, 2003

JEFFERIES LLC

BD
CRD#: 2347
NEW YORK, NY
Past

May 11, 2000 - September 19, 2001

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

June 29, 1998 - April 28, 2000

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

July 31, 1995 - June 29, 1998

SBC WARBURG DILLON READ INC.

BD
CRD#: 1650
STAMFORD, CT

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/6/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SA
STONEPINE ADVISORS, LLC
STONEPINE ADVISORS, LLC | STONEPINE SECURITIES LLC

CRD#: 154217 / SEC#: , 8-68618

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
8310 S Valley Highway Suite 300, Englewood, CO 80112
Mailing Address
8310 S Valley Highway Suite 300, Englewood, CO 80112
Phone number
(650) 866-5371
Established
California since 04/15/2010
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Direct owners and executive officers


NamePositionCRD#
REILLY, JAMES FRANCISCCO, EXEC. REP., AML SUPER.
CAMPBELL, ROBERTFINOP1349154

Red Flags


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

Company Information


STONEPINE ADVISORS, LLC

CRD#: 154217Englewood, CO 80112

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