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Margaret S. Heydorn

HEYDORN STONE CAPITAL MANAGEMENT LLC·LARCHMONT, New York
Clean recordHEYDORN STONE CAPITAL MANAGEMENT LLC
2039 PALMER AVENUE, LARCHMONT, NY 10538CRD# 4145016Firm CRD# 125903

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret S. Heydorn · LARCHMONT, NY
Registration
CRD #4145016 · HEYDORN STONE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret S. Heydorn is a registered financial advisor based in LARCHMONT, New York, affiliated with HEYDORN STONE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HEYDORN STONE CAPITAL MANAGEMENT LLC
HEYDORN STONE CAPITAL MANAGEMENT LLC
AUM
$111M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HEYDORN STONE CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4145016
Firm CRD# 125903
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret S. Heydorn offer?
Margaret S. Heydorn specializes in Financial Planning, Investment Management. Contact their office in LARCHMONT, New York for a consultation.
What are Margaret S. Heydorn's credentials?
Margaret S. Heydorn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret S. Heydorn located?
Margaret S. Heydorn 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 Margaret S. Heydorn charge for services?
Margaret S. Heydorn'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

Alana May Stone
LARCHMONT, NY

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