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Alana May Stone

HEYDORN STONE CAPITAL MANAGEMENT LLC·LARCHMONT, New York
Series 6, Series 7, Series 63Clean record21 years registeredHEYDORN STONE CAPITAL MANAGEMENT LLC
2039 PALMER AVENUE, LARCHMONT, NY 10538CRD# 2699278Firm CRD# 125903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alana May Stone · LARCHMONT, NY
Registration
CRD #2699278 · HEYDORN STONE CAPITAL MANAGEMENT LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

HEYDORN STONE CAPITAL MANAGEMENT LLC
May 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · May 18, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HEYDORN STONE CAPITAL MANAGEMENT LLC
CRD 125903 · SEC 801-64133
AUM
$111M
Regulatory assets under management
Employees
3
329 client accounts
Services offered by HEYDORN STONE CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HEYDORN STONE CAPITAL MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Alana May Stone offer?
Alana May Stone specializes in Financial Planning, Investment Management. Contact their office in LARCHMONT, New York for a consultation.
What are Alana May Stone's credentials?
Alana May Stone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alana May Stone located?
Alana May Stone is based in LARCHMONT, New York, working with HEYDORN STONE CAPITAL MANAGEMENT LLC. Their office serves clients in the LARCHMONT metropolitan area and surrounding communities.
How does Alana May Stone charge for services?
Alana May Stone's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEYDORN STONE CAPITAL MANAGEMENT LLC?
HEYDORN STONE CAPITAL MANAGEMENT LLC has approximately 3 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HEYDORN STONE CAPITAL MANAGEMENT LLC

Margaret S. Heydorn
LARCHMONT, NY

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