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GF

Glenn F. Ferrell

STONE SECURITIES
Clarks Green, PA 18411
Some features on this profile are disabled
CRD#: 3191025
GF

Professional summary

Glenn Franklin Ferrell is a registered financial advisor currently at STONE SECURITIES INC. located in Clarks Green, Pennsylvania.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Glenn has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Glenn Franklin Ferrell'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

March 20, 2014 - Present

STONE SECURITIES INC.

Office #1: 281 E. Grove St, Clarks Green, PA 18411
RIA
CRD#: 162909
Clarks Green, PA
Past

April 26, 2002 - October 24, 2013

LEIGH BALDWIN & CO., LLC

BD
CRD#: 38751
CLARKS SUMMIT, PA
Past

September 12, 2000 - February 25, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

April 7, 1999 - August 30, 2000

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, 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.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(3/20/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/23/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/23/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/6/1999
General Securities Representative Examination

Current Firm

SS
STONE SECURITIES INC.
STONE SECURITIES INC.

CRD#: 162909 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (6/25/2012 Approved)
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Contact information

Main Address
281 E. Grove St, Clarks Green, PA 18411
Mailing Address
Phone number
(570) 585-0825
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts103
AUM (Assets Under Management)$ 72,525,243

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

STONE SECURITIES INC.

CRD#: 162909Clarks Green, PA 18411

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