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EH

Erez Hevroni

STONEHAVEN
NEW YORK, NY 10020
Some features on this profile are disabled
CRD#: 5243738
EH

Professional summary

Erez Hevroni is a registered financial professional currently at STONEHAVEN, LLC located in New York, New York.

Erez is registered as a RR (Registered Representative) and started their career in finance in 2007. Erez has worked at 9 firms and has passed the Series 66, SIE and Series 7 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 Erez Hevroni's CRS (Customer Relationship Summary).
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

October 30, 2025 - Present

STONEHAVEN, LLC

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

September 9, 2021 - June 18, 2024

YOUNG AMERICA CAPITAL, LLC

BD
CRD#: 150443
MAMARONECK, NY
Past

March 12, 2019 - February 24, 2020

VALLEY FINANCIAL MANAGEMENT, INC.

BD
CRD#: 105387
Palo Alto, CA
Past

March 8, 2019 - February 24, 2020

VALLEY FINANCIAL MANAGEMENT, INC.

RIA
CRD#: 105387
Palo Alto, CA
Past

February 28, 2017 - June 29, 2018

STOEVER GLASS WEALTH MANAGEMENT, INC.

RIA
CRD#: 173091
boca raton, FL
Past

January 30, 2017 - December 12, 2017

WAVEEDGE PARTNERS LLC

BD
CRD#: 126182
WOODSIDE, CA
Past

June 16, 2015 - March 31, 2016

INDEPENDENT INVESTMENT BANKERS, CORP.

BD
CRD#: 154134
AUSTIN, TX
Past

June 11, 2013 - February 13, 2015

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
PRINCETON, NJ
Past

June 10, 2013 - February 13, 2015

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
PRINCETON, NJ
Past

February 11, 2009 - February 25, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
YARDLEY, PA
Past

February 11, 2009 - February 25, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
YARDLEY, PA
Past

April 10, 2007 - October 20, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PRINCETON, NJ
Past

January 30, 2007 - October 20, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PRINCETON, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/9/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/12/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/29/2007
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SL
STONEHAVEN, LLC
STONEHAVEN, LLC

CRD#: 118913 / SEC#: , 8-53699

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

Main Address
600 Fifth Avenue 2nd Floor, New York, NY 10020
Mailing Address
600 Fifth Avenue 2nd Floor, New York, NY 10020
Phone number
(917) 349-7050
Established
Delaware since 10/12/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STONEHAVEN HOLDINGS LLCSOLE MEMBER OF STONEHAVEN LLC
FRANK, DAVID THOMASCEO3256230
JAFARZADEH, STEVEN ERICCCO2994968
SULLIVAN, MARK JOSEPHCGO2925479

Disclosures

Regulatory Event1

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

STONEHAVEN, LLC

CRD#: 118913New York, NY 10020

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