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LS

Laurence Stone

FTI CAPITAL ADVISORS
Denver, CO 80202
Some features on this profile are disabled
CRD#: 2443799
LS

Professional summary


Laurence Stone, who also goes by Larry Stone, Lawrence Henry Stone, Laurence Henry Stone, is a registered financial professional currently at FTI CAPITAL ADVISORS, LLC located in Denver, Colorado.

Laurence is registered as a RR (Registered Representative) and started their career in finance in 1994. Laurence has worked at 8 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Larry Stone | Lawrence Henry Stone | Laurence Henry Stone

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 Laurence 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

October 7, 2021 - Present

FTI CAPITAL ADVISORS, LLC

Office #1: 999 17th Street Suite 700, Denver, CO 80202
BD
CRD#: 123434
Denver, CO
Past

May 15, 2019 - September 30, 2021

BFC CAPITAL LLC

BD
CRD#: 299519
Quincy, MA
Past

November 2, 2009 - April 30, 2019

WATERWAY CAPITAL LLC

BD
CRD#: 128212
BOSTON, MA
Past

January 24, 2007 - June 26, 2009

WELLS FARGO SECURITIES, LLC

BD
CRD#: 7665
BOSTON, MA
Past

February 18, 2003 - April 25, 2005

BDO CAPITAL ADVISORS, LLC

BD
CRD#: 109679
BOSTON, MA
Past

September 5, 2000 - December 19, 2002

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

October 1, 1999 - September 5, 2000

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

May 15, 1998 - October 1, 1999

APEX CLEARING CORPORATION

BD
CRD#: 13071
DALLAS, TX
Past

January 26, 1994 - July 24, 1996

SPP HAMBRO & CO., INCORPORATED

BD
CRD#: 14821
NEW YORK, NY

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(10/7/2021)
RR
Connecticut
(10/7/2021)
RR
Massachusetts
(10/7/2021)
RR
New York
(10/7/2021)
RR
Texas
(10/7/2021)

Exams


State Security Law Exam
RR
Series 63
Date: 7/13/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


FC
FTI CAPITAL ADVISORS, LLC
FTI CAPITAL ADVISORS, LLC | FTI MERGER & ACQUISITION ADVISORS, LLC

CRD#: 123434 / SEC#: , 8-65587

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


Main Address
555 12th Street, Nw 7th Floor, Washington, DC 20004
Mailing Address
555 12th Street, Nw 7th Floor, Washington, DC 20004
Phone number
+1 (202) 674-0821
Established
Maryland since 07/22/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FTI CONSULTING, INC.OWNER
BOGUSHEFSKY, JEFFREY CHARLESVICE PRESIDENT & FINOP5411106
CRITTENDEN, JOHN CHEROKEE IIICCO / COO1274733
EATON, CHARLES WALTER IIIDEPUTY FINOP7906108
ROSENTHALL, MICHAEL JAMESSECRETARY6933951
TOBIAS, GLENN RICHARDCEO5990465

Disclosures


Regulatory Event1

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.

Company Information


FTI CAPITAL ADVISORS, LLC

CRD#: 123434Denver, CO 80202

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