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CI

Colin J. Ives

STONECASTLE SECURITIES
NEW YORK, NY 10019
Some features on this profile are disabled
CRD#: 2564632
CI

Professional summary


Colin James Ives is a registered financial professional currently at STONECASTLE SECURITIES, LLC located in New York, New York.

Colin is registered as a RR (Registered Representative) and started their career in finance in 1994. Colin has worked at 7 firms and has passed the Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 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 Colin James Ives'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

July 28, 2025 - Present

STONECASTLE SECURITIES, LLC

Office #1: 152 West 57th Street 52nd Floor, New York, NY 10019
BD
CRD#: 131211
NEW YORK, NY
Past

November 2, 2020 - June 24, 2025

IMPERIAL CAPITAL, LLC

BD
CRD#: 43744
Stamford, CT
Past

April 23, 2018 - October 29, 2020

CAMBRIDGE INTERNATIONAL SECURITIES, LLC

BD
CRD#: 39137
WESTPORT, CT
Past

May 9, 2016 - April 10, 2018

COWEN AND COMPANY

BD
CRD#: 7616
Stamford, CT
Past

January 17, 2006 - May 11, 2016

CRT CAPITAL GROUP LLC

BD
CRD#: 28830
STAMFORD, CT
Past

November 16, 1994 - October 23, 1995

LEHMAN GOVERNMENT SECURITIES INC.

BD
CRD#: 19655
Past

November 16, 1994 - October 11, 2005

LEHMAN BROTHERS INC.

BD
CRD#: 7506
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
Connecticut
(7/28/2025)
RR
New York
(7/28/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 4/21/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/12/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SS
STONECASTLE SECURITIES, LLC
STONE CASTLE SECURITIES, LLC | STONECASTLE SECURITIES, LLC

CRD#: 131211 / SEC#: , 8-66434

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


Main Address
152 West 57th Street 52nd Fl, New York, NY 10019
Mailing Address
152 West 57th Street 52nd Floor, New York, NY 10019
Phone number
212-354-6500 X. 304
Established
Delaware since 03/08/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (7 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
STONECASTLE PARTNERS, LLCSOLE MEMBER
HOLMEN, ROBERT CHRISTOPHERPRESIDENT, CCO2919060

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


STONECASTLE SECURITIES, LLC

CRD#: 131211New York, NY 10019

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