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Jonathan Hal Weinstein

STONE HOUSE CAPITAL MANAGEMENT, LLC·BAY HARBOR ISLANDS, Florida
SIE, Series 7, Series 63Clean 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
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
STONE HOUSE CAPITAL MANAGEMENT, LLC
CRD 167094 · SEC 801-77761
AUM
$240M
Regulatory assets under management
Employees
2
2 client accounts
Services offered by STONE HOUSE CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at STONE HOUSE CAPITAL MANAGEMENT, LLC →
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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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