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Jonathan Hal Weinstein

STONE HOUSE CAPITAL MANAGEMENT, LLC·BAY HARBOR ISLANDS, Florida
Clean recordSTONE HOUSE CAPITAL MANAGEMENT, LLC
1019 KANE CONCOURSE, BAY HARBOR ISLANDS, FL 33154CRD# 6723180Firm CRD# 167094

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Hal Weinstein · BAY HARBOR ISLANDS, FL
Registration
CRD #6723180 · STONE HOUSE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Hal Weinstein is a registered financial advisor based in BAY HARBOR ISLANDS, Florida, affiliated with STONE HOUSE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
STONE HOUSE CAPITAL MANAGEMENT, LLC
STONE HOUSE PARTNERS
AUM
$240M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at STONE HOUSE CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6723180
Firm CRD# 167094
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Hal Weinstein offer?
Jonathan Hal Weinstein specializes in Retirement Planning. Contact their office in BAY HARBOR ISLANDS, Florida for a consultation.
What are Jonathan Hal Weinstein's credentials?
Jonathan Hal Weinstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Hal Weinstein located?
Jonathan Hal Weinstein is based in BAY HARBOR ISLANDS, Florida, working with STONE HOUSE CAPITAL MANAGEMENT, LLC. Their office serves clients in the BAY HARBOR ISLANDS metropolitan area and surrounding communities.
How does Jonathan Hal Weinstein charge for services?
Jonathan Hal Weinstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONE HOUSE CAPITAL MANAGEMENT, LLC?
STONE HOUSE CAPITAL MANAGEMENT, LLC has approximately 2 employees and manages $240M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STONE HOUSE CAPITAL MANAGEMENT, LLC

Mark Alexander Cohen
BAY HARBOR ISLANDS, FL
Richard M. Cohen
BAY HARBOR ISLANDS, FL

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Research
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