Bohdan W. Stone
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Bohdan William Stone, who also goes by Bohdan William Stefkiwsky, was a registered financial professional .
Bohdan is a previously registered financial professional and started their career in finance in 1971. Bohdan had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 5, PC and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 19, 2024 - June 22, 2026
MORALIS TECHNOLOGIES, LLC
March 15, 2024 - June 22, 2026
MFA WEALTH ADVISORS, LLC
February 23, 2011 - February 6, 2019
MORGAN STANLEY
June 1, 2009 - February 6, 2019
MORGAN STANLEY
July 31, 1993 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
June 25, 1979 - July 31, 1993
LEHMAN BROTHERS INC.
August 21, 1978 - June 25, 1979
LOEB PARTNERS
January 11, 1972 - September 6, 1978
MOORE, LEONARD & LYNCH, INCORPORATED
August 24, 1971 - January 8, 1972
METROPOLITAN LIFE INSURANCE COMPANY
Primary Firm SEC Registration
MORALIS TECHNOLOGIES, LLC
CRD#: 316221 / SEC#: 801-122490
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 5
Date: 10/17/1981
Interest Rate Options ExaminationPC
Date: 6/1/1977
AMEX Put and Call ExamSeries 1
Date: 8/19/1971
Registered Representative ExaminationCurrent Firm
MORALIS TECHNOLOGIES, LLC
CRD#: 316221 / SEC#: 801-122490
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 51,923,678 |
Red Flags
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