Margaret S. Heydorn
Professional summary
Margaret S. Heydorn, CFP®, who also goes by Margaret J. Schenkel, Margaret S. Watson, is a registered financial advisor currently at HEYDORN STONE CAPITAL MANAGEMENT LLC located in Larchmont, New York.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Margaret has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret S. Heydorn's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2004
Experience
May 20, 2004 - Present
HEYDORN STONE CAPITAL MANAGEMENT LLC
Office #1: 2039 Palmer Avenue Suite 202, Larchmont, NY 10538May 15, 2000 - March 21, 2001
J.P. MORGAN SECURITIES INC.
Primary Firm SEC Registration
HEYDORN STONE CAPITAL MANAGEMENT LLC
CRD#: 125903 / SEC#: 801-64133
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/22/2021)
(3/18/2014)
Exams
Current Firm
HEYDORN STONE CAPITAL MANAGEMENT LLC
CRD#: 125903 / SEC#: 801-64133
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 341 |
| AUM (Assets Under Management) | $ 125,630,430 |
Red Flags
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