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JA

Joseph J. Azzaro

STONEHAVEN
NEW YORK, NY 10020
Some features on this profile are disabled
CRD#: 6276174
JA

Professional summary


Joseph John Azzaro, who also goes by Joe Azzaro, Joseph Azzaro, is a registered financial professional currently at STONEHAVEN, LLC located in New York, New York.

Joseph is registered as a RR (Registered Representative) and started their career in finance in 2014. Joseph has worked at 2 firms and has passed the Series 63, Series 3, SIE, Series 31 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Azzaro | Joseph Azzaro

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 Joseph John Azzaro'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

September 12, 2019 - Present

STONEHAVEN, LLC

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

July 30, 2018 - March 18, 2019

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
New York, NY
Past

January 1, 2014 - November 29, 2017

STONEHAVEN, LLC

BD
CRD#: 118913
NEW YORK, NY

State Registrations and Notice Filings


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

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
Alaska
(3/15/2022)
RR
California
(9/12/2019)
RR
Colorado
(9/12/2019)
RR
Connecticut
(9/12/2019)
RR
District of Columbia
(9/12/2019)
RR
Florida
(9/12/2019)
RR
Hawaii
(3/15/2022)
RR
Illinois
(9/12/2019)
RR
Maryland
(3/15/2022)
RR
Massachusetts
(9/12/2019)
RR
Nevada
(8/15/2024)
RR
New Jersey
(9/12/2019)
RR
New York
(9/12/2019)
RR
North Carolina
(3/15/2022)
RR
Oregon
(1/3/2024)
RR
Pennsylvania
(9/12/2019)
RR
Texas
(9/12/2019)
RR
Utah
(9/12/2019)
RR
Washington
(9/12/2019)
RR
Wyoming
(3/15/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 1/7/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 1/17/2014
Futures Managed Funds Examination
General Industry/Product Exam
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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