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Brian S. Yelvington

STONEHAVEN ADVISORS
Bee Cave, TX
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CRD#: 2942227
BY
Brian Scott YelvingtonSTONEHAVEN ADVISORS

Professional summary


Brian Scott Yelvington is a registered financial advisor currently at STONEHAVEN ADVISORS, LLC located in Bee Cave, Texas and STONEHAVEN, LLC located in New York, New York.

Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Brian has worked at 8 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, SIE, Series 3, Series 7, Series 31 and Series 24 exams.

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.
Alesia Labs LLC is sole proprietor LLC that contracts with LCAP Levered Capital Advisory Partners, Associate, investment related, human recruitment for asset management firms, approx 160 hours per month

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Brian Scott Yelvington'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

September 1, 2026 - Present

STONEHAVEN ADVISORS, LLC

RIA
CRD#: 322608
Bee Cave, TX
Current

July 2, 2026 - Present

STONEHAVEN, LLC

Office #1: 600 Fifth Avenue 2nd Floor, New York, NY 10020
BD
CRD#: 118913
NEW YORK, NY
Past

April 11, 2011 - June 7, 2013

FIRST NEW YORK SECURITIES L.L.C.

BD
CRD#: 16362
NEW YORK, NY
Past

January 3, 2011 - April 8, 2011

KNIGHT CAPITAL AMERICAS, L.P.

BD
CRD#: 38599
NEW YORK, NY
Past

November 5, 2009 - January 3, 2011

KNIGHT LIBERTAS LLC

BD
CRD#: 124790
NEW YORK, NY
Past

August 26, 2009 - October 5, 2009

CHAPDELAINE TULLETT PREBON, LLC

BD
CRD#: 7017
NEW YORK, NY
Past

August 27, 2001 - December 13, 2002

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 22, 1999 - November 22, 1999

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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.
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
New York
(8/17/2026)
IAR
New York
(9/1/2026)
RR
Texas
(8/17/2026)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/22/2026
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/2/2026
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 3/3/1999
Futures Managed Funds Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/2010
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


SA
STONEHAVEN ADVISORS, LLC
STONEHAVEN ADVISORS, LLC

CRD#: 322608 / SEC#:

Connecticut
Registered Investment Advisory firm - (1/7/2025 Approved)
Florida
Registered Investment Advisory firm - (9/19/2025 Approved)
New York
Registered Investment Advisory firm - (10/6/2022 Approved)
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Contact information


Main Address
600 Fifth Avenue 2nd Floor, New York, NY 10020
Mailing Address
Phone number
(917) 349-7050
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Red Flags


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Company Information


STONEHAVEN ADVISORS, LLC

CRD#: 322608Bee Cave, TX

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