Robert F. Hoerle

STONE RUN CAPITAL

NEW YORK, NY 10176

Some features on this profile are disabled

CRD#: 247580

Professional summary

Robert Feneley Hoerle, who also goes by Robert Fenely Hoerle, is a registered financial advisor currently at STONE RUN CAPITAL, LLC located in New York, New York.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Robert has worked at 4 firms and has passed the PC, Series 1 and Series 40 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Fenely Hoerle

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) - RIA

Click below to view Robert Feneley Hoerle's CRS (Customer Relationship Summary).

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

July 29, 2021 - Present

STONE RUN CAPITAL, LLC

Office #1: 551 Fifth Avenue 33rd Floor, New York, NY 10176

RIA

CRD#: 152078

NEW YORK, NY

Past

March 26, 1991 - June 24, 2003

REICH & TANG DISTRIBUTORS, INC.

CRD#: 28078

NEW YORK, NY

Past

February 28, 1971 - March 26, 1991

REICH & TANG, L.P.

CRD#: 5275

Past

February 19, 1970 - April 4, 1971

F S SMITHERS & CO INC

CRD#: 1000002

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STONE RUN CAPITAL, LLC

CRD#: 152078 / SEC#: 801-70845

RIA

Registered Investment Advisory firm - (12/7/2009 Approved)

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

New York
(7/29/2021)

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

General Industry/Product Exam

PC

Date: 10/22/1979

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 2/8/1963

Registered Representative Examination

Principal/Supervisory Exam

Series 40

Date: 2/16/1970

Registered Principal Examination

Current Firm

STONE RUN CAPITAL, LLC

CRD#: 152078 / SEC#: 801-70845

RIA

Registered Investment Advisory firm - (12/7/2009 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

551 Fifth Avenue 33rd Floor, New York, NY 10176

Mailing Address

Phone number

(646) 701-6087

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STONE RUN CAPITAL, LLC FORM ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 334,977,410

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/20/2024	Cover Page	Report
12/15/2023	Cover Page	Report
12/19/2022	Cover Page	Report

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

Richard Dragotta

LPL FINANCIAL LLC

IAR

Paramus, NJ

Peter Kettle

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Brooklyn, NY

Diane Finnerty

MORGAN STANLEY

IAR

New York, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert F. Hoerle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Feneley Hoerle's CRS (Customer Relationship Summary).

Certified licenses

Experience

REICH & TANG DISTRIBUTORS, INC.

REICH & TANG, L.P.

F S SMITHERS & CO INC

Primary Firm SEC Registration

STONE RUN CAPITAL, LLC

State Registrations and Notice Filings

Exams

PC

Date: 10/22/1979

Series 1

Date: 2/8/1963

Series 40

Date: 2/16/1970

Current Firm

STONE RUN CAPITAL, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STONE RUN CAPITAL, LLC

TRUST BUT VERIFY

Similar Advisors