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CRD#: 153565
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

STONELIVING SECURITIES, LLC is located at 233 8th Street, West Palm Beach, FL 33401 and was first established at Florida, Delaware in 02/22/2010. After operating for 16 years, STONELIVING SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of STONELIVING SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. STONELIVING SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at STONELIVING SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access STONELIVING SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at STONELIVING SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for STONELIVING SECURITIES, LLC Comes From

Understanding the Statistics for STONELIVING SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
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Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
233 8th Street, West Palm Beach, FL 33401
Mailing Address
233 8th Street, West Palm Beach, FL 33401
Firm Size
Small
Phone Number
(312) 670-5900
Established
Delaware since 02/22/2010
Firm Type
Limited Liability Company
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CHICAGO ATLANTIC BD HOLDINGS, LLCOWNER
KESSEL, JOSEPH KEITHCCO3084333
MILES, STEPHEN JOHNCEO, EXEC. REP, AMLCO3093225
STEWART, SCOTT ALEXANDERFINOP/POO/PFO6977422

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Advisor's working at STONELIVING SECURITIES, LLC

JF

John Patrick Flaherty

Jack Flaherty
RR
CRD#: 2001568
Location:
West Palm Beach, FL
Company:
STONELIVING SECURITIES, LLC
Disclosures:
Experience:
25 years
View Profile
TA

Timothy Ross Anderson

RR
CRD#: 4483747
Location:
West Palm Beach, FL
Company:
STONELIVING SECURITIES, LLC
Disclosures:
Experience:
24 years
View Profile
TM

Thomas Joseph Miles

Thomas Miles, Tom Miles
RR
CRD#: 7790505
Location:
West Palm Beach, FL
Company:
STONELIVING SECURITIES, LLC
Disclosures:
Experience:
2 years
View Profile
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